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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 | $45,660 | $167,522-72.7% | $151,639-69.9% | $134,532-66.1% |
| Participation rate | 28.6% | 88.4%-59.8pp | 87.5%-58.9pp | 81.2%-52.7pp |
| Annual return | -21.68% | 7.81%-29.5pp | 3.34%-25.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,827 | $8,986-46.3% | $8,363-42.3% | $6,401-24.6% |
| Admin fee / account holder | $228 | $13,780-98.3% | $11,613-98.0% | $11,429-98.0% |