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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 | $21,294 | $133,981-84.1% | $112,249-81.0% | $134,532-84.2% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -29.56% | 47.16%-76.7pp | 27.48%-57.0pp | 418.27%-447.8pp |
| Employer contribution / active EE | $730 | $4,040-81.9% | $3,636-79.9% | $4,741-84.6% |
| Participant deferral / active EE | $3,261 | $5,292-38.4% | $4,729-31.0% | $6,401-49.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |