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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 | $37,832 | $49,177-23.1% | $79,467-52.4% | $64,173-41.0% |
| Participation rate | 17.8% | 65.0%-47.3pp | 73.3%-55.6pp | 69.6%-51.8pp |
| Annual return | -9.59% | -1.16%-8.4pp | 718.30%-727.9pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $892 | $2,821-68.4% | $3,704-75.9% | $3,470-74.3% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |