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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 | $32,672 | $95,895-65.9% | $79,576-58.9% | $134,509-75.7% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | -41.12% | -2.72%-38.4pp | 0.15%-41.3pp | 418.13%-459.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,766 | $4,693+65.5% | $3,985+94.9% | $6,400+21.3% |
| Admin fee / account holder | $149 | $9,129-98.4% | $6,834-97.8% | $11,427-98.7% |