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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 | $57,535 | $93,124-38.2% | $77,100-25.4% | $134,545-57.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -26.00% | 62.68%-88.7pp | 42.35%-68.4pp | 418.37%-444.4pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,460 | $5,242-14.9% | $4,430+0.7% | $6,401-30.3% |
| Admin fee / account holder | $97 | $6,970-98.6% | $5,443-98.2% | $11,431-99.2% |