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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 | $29,906 | $83,908-64.4% | $68,509-56.3% | $125,389-76.1% |
| Participation rate | 13.0% | 78.2%-65.1pp | 74.7%-61.7pp | 83.2%-70.1pp |
| Annual return | -5.78% | 14.48%-20.3pp | 8.27%-14.0pp | 282.24%-288.0pp |
| Employer contribution / active EE | $314 | $3,031-89.7% | $2,278-86.2% | $4,866-93.6% |
| Participant deferral / active EE | $1,664 | $4,125-59.7% | $3,382-50.8% | $5,352-68.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |