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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 | $36,315 | $64,729-43.9% | $112,263-67.7% | $68,490-47.0% |
| Participation rate | 25.0% | 67.2%-42.2pp | 75.1%-50.1pp | 67.9%-42.9pp |
| Annual return | -19.50% | -11.40%-8.1pp | 27.49%-47.0pp | -7.85%-11.6pp |
| Employer contribution / active EE | $685 | $2,746-75.1% | $3,636-81.2% | $2,597-73.6% |
| Participant deferral / active EE | $1,866 | $3,566-47.7% | $4,729-60.6% | $4,028-53.7% |
| Admin fee / account holder | $20 | $5,222-99.6% | $6,410-99.7% | $5,403-99.6% |