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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,588 | $82,324-78.6% | $68,803-74.4% | $134,545-86.9% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.0%-44.0pp | 81.2%-56.2pp |
| Annual return | -26.02% | -2.17%-23.8pp | -6.37%-19.6pp | 418.37%-444.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,473 | $4,740-68.9% | $3,942-62.6% | $6,401-77.0% |
| Admin fee / account holder | $226 | $6,485-96.5% | $4,936-95.4% | $11,431-98.0% |