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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 | $22,055 | $72,177-69.4% | $115,038-80.8% | $59,633-63.0% |
| Participation rate | 64.5% | 72.6%-8.0pp | 81.4%-16.9pp | 68.7%-4.2pp |
| Annual return | -3.22% | 12.02%-15.2pp | 26.14%-29.4pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,044 | $4,783-36.4% | $6,026-49.5% | $3,192-4.6% |
| Admin fee / account holder | $58 | $4,927-98.8% | $8,175-99.3% | $4,297-98.6% |