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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 | $13,544 | $134,001-89.9% | $112,258-87.9% | $134,509-89.9% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -34.98% | 47.15%-82.1pp | 27.47%-62.4pp | 418.13%-453.1pp |
| Employer contribution / active EE | $720 | $4,039-82.2% | $3,636-80.2% | $4,741-84.8% |
| Participant deferral / active EE | $2,858 | $5,291-46.0% | $4,728-39.6% | $6,400-55.4% |
| Admin fee / account holder | $113 | $7,491-98.5% | $6,411-98.2% | $11,427-99.0% |