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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 | $74,792 | $69,541+7.6% | $59,899+24.9% | $135,380-44.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -9.29% | 7.95%-17.2pp | 3.46%-12.7pp | 519.81%-529.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,618 | $4,206-14.0% | $3,402+6.3% | $5,609-35.5% |
| Admin fee / account holder | $47 | $5,737-99.2% | $3,592-98.7% | $10,828-99.6% |