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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 | $75,013 | $110,083-31.9% | $151,645-50.5% | $68,490+9.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 87.5%-37.5pp | 67.9%-17.9pp |
| Annual return | -19.67% | -10.12%-9.5pp | 3.34%-23.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,108 | $4,470-75.2% | $6,165-82.0% | $2,597-57.3% |
| Participant deferral / active EE | $3,955 | $6,526-39.4% | $8,363-52.7% | $4,028-1.8% |
| Admin fee / account holder | $156 | $7,718-98.0% | $11,614-98.7% | $5,403-97.1% |