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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 | $159,212 | $73,863+115.5% | $143,797+10.7% | $68,490+132.5% |
| Participation rate | 60.4% | 66.7%-6.2pp | 80.3%-19.9pp | 67.9%-7.5pp |
| Annual return | -24.64% | 0.91%-25.6pp | -0.04%-24.6pp | -7.85%-16.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,501 | $3,385+33.0% | $5,638-20.2% | $4,028+11.7% |
| Admin fee / account holder | $228 | $5,756-96.0% | $14,679-98.5% | $5,403-95.8% |