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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 | $20,925 | $92,219-77.3% | $76,768-72.7% | $135,379-84.5% |
| Participation rate | 25.0% | 79.8%-54.8pp | 77.0%-52.0pp | 82.6%-57.6pp |
| Annual return | -14.26% | 5.46%-19.7pp | 2.43%-16.7pp | 519.79%-534.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,246 | $4,508-28.0% | $3,852-15.7% | $5,609-42.1% |
| Admin fee / account holder | $130 | $10,749-98.8% | $6,675-98.1% | $10,828-98.8% |