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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 | $16,655 | $90,486-81.6% | $78,676-78.8% | $273,972-93.9% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | -2.98% | 75.62%-78.6pp | 62.19%-65.2pp | 41.46%-44.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $959 | $3,901-75.4% | $3,517-72.7% | $5,287-81.9% |
| Admin fee / account holder | $119 | $5,263-97.7% | $4,510-97.4% | $10,133-98.8% |