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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 | $68,378 | $72,404-5.6% | $110,241-38.0% | $64,181+6.5% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.2pp | 69.6%-5.9pp |
| Annual return | -11.74% | -6.29%-5.4pp | 314.75%-326.5pp | 7.63%-19.4pp |
| Employer contribution / active EE | $184 | $2,282-91.9% | $3,827-95.2% | $2,381-92.3% |
| Participant deferral / active EE | $2,379 | $3,469-31.4% | $4,672-49.1% | $3,470-31.4% |
| Admin fee / account holder | $87 | $5,664-98.5% | $8,548-99.0% | $4,887-98.2% |