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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 | $33,252 | $92,219-63.9% | $76,768-56.7% | $135,379-75.4% |
| Participation rate | 19.0% | 79.8%-60.7pp | 77.0%-57.9pp | 82.6%-63.6pp |
| Annual return | -8.79% | 5.46%-14.2pp | 2.43%-11.2pp | 519.79%-528.6pp |
| Employer contribution / active EE | $308 | $3,216-90.4% | $2,485-87.6% | $4,779-93.5% |
| Participant deferral / active EE | $3,543 | $4,508-21.4% | $3,852-8.0% | $5,609-36.8% |
| Admin fee / account holder | $251 | $10,749-97.7% | $6,675-96.2% | $10,828-97.7% |