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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 | $30,044 | $64,311-53.3% | $57,356-47.6% | $125,389-76.0% |
| Participation rate | 15.4% | 78.6%-63.2pp | 75.1%-59.7pp | 83.2%-67.8pp |
| Annual return | -3.56% | 25.14%-28.7pp | 24.41%-28.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,129 | $3,846-70.7% | $3,162-64.3% | $5,352-78.9% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |