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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 | $23,380 | $211,946-89.0% | $169,452-86.2% | $135,379-82.7% |
| Participation rate | 36.8% | 82.6%-45.8pp | 77.8%-40.9pp | 82.6%-45.8pp |
| Annual return | -10.58% | 3.26%-13.8pp | 1.83%-12.4pp | 519.79%-530.4pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,990 | $6,075-50.8% | $5,277-43.3% | $5,609-46.7% |
| Admin fee / account holder | $171 | $11,472-98.5% | $9,110-98.1% | $10,828-98.4% |