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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 | $25,761 | $64,719-60.2% | $112,249-77.0% | $68,486-62.4% |
| Participation rate | 26.9% | 67.2%-40.2pp | 75.1%-48.1pp | 67.9%-41.0pp |
| Annual return | -26.81% | -11.40%-15.4pp | 27.48%-54.3pp | -7.85%-19.0pp |
| Employer contribution / active EE | $686 | $2,747-75.0% | $3,636-81.1% | $2,597-73.6% |
| Participant deferral / active EE | $2,708 | $3,565-24.0% | $4,729-42.7% | $4,028-32.8% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |