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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 | $18,978 | $43,730-56.6% | $121,220-84.3% | $64,173-70.4% |
| Participation rate | 20.0% | 58.3%-38.3pp | 71.8%-51.8pp | 69.6%-49.6pp |
| Annual return | -9.06% | 68.94%-78.0pp | 16.94%-26.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,265 | $2,281-44.5% | $3,345-62.2% | $3,470-63.6% |
| Admin fee / account holder | $154 | $3,502-95.6% | $5,021-96.9% | $4,887-96.8% |