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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 | $69,630 | $45,872+51.8% | $77,100-9.7% | $68,490+1.7% |
| Participation rate | 51.5% | 55.9%-4.4pp | 67.9%-16.4pp | 67.9%-16.4pp |
| Annual return | -20.81% | 1.73%-22.5pp | 42.35%-63.2pp | -7.85%-13.0pp |
| Employer contribution / active EE | $47 | $1,650-97.2% | $2,815-98.3% | $2,597-98.2% |
| Participant deferral / active EE | $2,494 | $2,963-15.8% | $4,430-43.7% | $4,028-38.1% |
| Admin fee / account holder | $86 | $3,041-97.2% | $5,443-98.4% | $5,403-98.4% |