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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 | $37,145 | $53,162-30.1% | $91,225-59.3% | $68,486-45.8% |
| Participation rate | 49.0% | 63.2%-14.2pp | 73.2%-24.2pp | 67.9%-18.9pp |
| Annual return | -20.84% | -3.14%-17.7pp | 114.12%-135.0pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,071 | $2,974+3.3% | $4,233-27.4% | $4,028-23.7% |
| Admin fee / account holder | $129 | $4,493-97.1% | $5,422-97.6% | $5,404-97.6% |