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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 | $227,888 | $142,409+60.0% | $119,634+90.5% | $134,545+69.4% |
| Participation rate | 64.3% | 82.8%-18.5pp | 79.3%-15.0pp | 81.2%-16.9pp |
| Annual return | -21.92% | -12.46%-9.5pp | -14.98%-6.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,382 | $6,468+14.1% | $5,601+31.8% | $6,401+15.3% |
| Admin fee / account holder | $275 | $13,594-98.0% | $10,329-97.3% | $11,431-97.6% |