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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 | $25,276 | $57,352-55.9% | $83,831-69.8% | $64,173-60.6% |
| Participation rate | 25.9% | 68.6%-42.7pp | 76.1%-50.2pp | 69.6%-43.6pp |
| Annual return | -11.34% | 11.38%-22.7pp | 850.99%-862.3pp | 7.63%-19.0pp |
| Employer contribution / active EE | $471 | $2,546-81.5% | $3,631-87.0% | $2,381-80.2% |
| Participant deferral / active EE | $2,279 | $2,993-23.9% | $4,082-44.2% | $3,470-34.3% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |