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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 | $15,706 | $90,448-82.6% | $93,786-83.3% | $134,545-88.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 81.0%-41.0pp | 81.2%-41.2pp |
| Annual return | -23.33% | -15.71%-7.6pp | -11.32%-12.0pp | 418.37%-441.7pp |
| Employer contribution / active EE | $1,167 | $4,349-73.2% | $4,328-73.0% | $4,742-75.4% |
| Participant deferral / active EE | $7,300 | $5,983+22.0% | $6,100+19.7% | $6,401+14.0% |
| Admin fee / account holder | $74 | $9,232-99.2% | $7,184-99.0% | $11,431-99.3% |