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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 | $27,908 | $68,996-59.6% | $159,991-82.6% | $68,495-59.3% |
| Participation rate | 24.3% | 65.4%-41.1pp | 78.0%-53.6pp | 67.9%-43.6pp |
| Annual return | -21.04% | -9.65%-11.4pp | 408.82%-429.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,771 | $4,211-57.9% | $6,183-71.4% | $4,028-56.0% |
| Admin fee / account holder | $20 | $4,797-99.6% | $8,715-99.8% | $5,403-99.6% |