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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 | $38,747 | $69,012-43.9% | $160,009-75.8% | $68,486-43.4% |
| Participation rate | 26.3% | 65.4%-39.1pp | 78.0%-51.7pp | 67.9%-41.6pp |
| Annual return | -27.04% | -9.65%-17.4pp | 408.85%-435.9pp | -7.85%-19.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,735 | $4,212-35.1% | $6,183-55.8% | $4,028-32.1% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |