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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 | $119,527 | $95,915+24.6% | $79,580+50.2% | $134,532-11.2% |
| Participation rate | 35.3% | 75.0%-39.7pp | 69.5%-34.2pp | 81.2%-45.9pp |
| Annual return | -24.68% | -2.71%-22.0pp | 0.15%-24.8pp | 418.27%-442.9pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,738 | $4,693-41.7% | $3,985-31.3% | $6,401-57.2% |
| Admin fee / account holder | $6 | $9,132-99.9% | $6,835-99.9% | $11,429-99.9% |