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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 | $18,089 | $69,541-74.0% | $59,899-69.8% | $135,380-86.6% |
| Participation rate | 21.1% | 77.8%-56.8pp | 74.7%-53.6pp | 82.6%-61.6pp |
| Annual return | -9.99% | 7.95%-17.9pp | 3.46%-13.4pp | 519.81%-529.8pp |
| Employer contribution / active EE | $228 | $3,236-93.0% | $2,723-91.6% | $4,779-95.2% |
| Participant deferral / active EE | $802 | $4,206-80.9% | $3,402-76.4% | $5,609-85.7% |
| Admin fee / account holder | $20 | $5,737-99.7% | $3,592-99.4% | $10,828-99.8% |