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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 | $20,407 | $167,352-87.8% | $143,788-85.8% | $134,509-84.8% |
| Participation rate | 36.8% | 84.8%-48.0pp | 80.3%-43.5pp | 81.2%-44.4pp |
| Annual return | -20.36% | 0.47%-20.8pp | -0.03%-20.3pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,102 | $5,620-80.4% | $4,952-77.7% | $4,741-76.8% |
| Participant deferral / active EE | $2,211 | $6,447-65.7% | $5,638-60.8% | $6,400-65.5% |
| Admin fee / account holder | $109 | $18,091-99.4% | $14,675-99.3% | $11,427-99.0% |