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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 | $65,335 | $43,730+49.4% | $121,208-46.1% | $64,181+1.8% |
| Participation rate | 27.3% | 58.3%-31.1pp | 71.8%-44.5pp | 69.6%-42.3pp |
| Annual return | -9.23% | 68.94%-78.2pp | 16.93%-26.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,183 | $2,281-48.1% | $3,345-64.6% | $3,470-65.9% |
| Admin fee / account holder | $225 | $3,502-93.6% | $5,020-95.5% | $4,887-95.4% |