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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 | $18,520 | $73,848-74.9% | $143,799-87.1% | $68,486-73.0% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.4pp | 67.9%-4.9pp |
| Annual return | -20.40% | 0.91%-21.3pp | -0.04%-20.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,284 | $3,385-3.0% | $5,638-41.8% | $4,028-18.5% |
| Admin fee / account holder | $96 | $5,755-98.3% | $14,677-99.3% | $5,404-98.2% |