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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 | $40,205 | $45,872-12.4% | $77,100-47.9% | $68,490-41.3% |
| Participation rate | 15.6% | 55.9%-40.3pp | 67.9%-52.3pp | 67.9%-52.3pp |
| Annual return | -22.03% | 1.73%-23.8pp | 42.35%-64.4pp | -7.85%-14.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,580 | $2,963-46.7% | $4,430-64.3% | $4,028-60.8% |
| Admin fee / account holder | $26 | $3,041-99.2% | $5,443-99.5% | $5,403-99.5% |