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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 | $19,252 | $27,632-30.3% | $61,399-68.6% | $68,495-71.9% |
| Participation rate | 42.9% | 39.5%+3.4pp | 52.6%-9.7pp | 67.9%-25.0pp |
| Annual return | -21.72% | -13.24%-8.5pp | 338.81%-360.5pp | -7.84%-13.9pp |
| Employer contribution / active EE | $82 | $696-88.3% | $1,159-93.0% | $2,596-96.9% |
| Participant deferral / active EE | $2,882 | $1,264+128.1% | $2,124+35.7% | $4,028-28.4% |
| Admin fee / account holder | $176 | $2,010-91.2% | $2,131-91.7% | $5,403-96.7% |