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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 | $67,691 | $167,362-59.6% | $143,799-52.9% | $134,532-49.7% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -24.80% | 0.47%-25.3pp | -0.04%-24.8pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,078 | $5,620-80.8% | $4,952-78.2% | $4,741-77.3% |
| Participant deferral / active EE | $6,230 | $6,447-3.4% | $5,638+10.5% | $6,401-2.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |