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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 | $153,884 | $71,873+114.1% | $86,698+77.5% | $68,490+124.7% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.5pp |
| Annual return | -22.53% | 3.54%-26.1pp | 35.96%-58.5pp | -7.85%-14.7pp |
| Employer contribution / active EE | $512 | $2,173-76.4% | $2,837-81.9% | $2,597-80.3% |
| Participant deferral / active EE | $2,999 | $3,779-20.6% | $4,656-35.6% | $4,028-25.5% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |