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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 | $34,237 | $69,541-50.8% | $59,899-42.8% | $135,380-74.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -10.26% | 7.95%-18.2pp | 3.46%-13.7pp | 519.81%-530.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,446 | $4,206+5.7% | $3,402+30.7% | $5,609-20.7% |
| Admin fee / account holder | $187 | $5,737-96.7% | $3,592-94.8% | $10,828-98.3% |