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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 | $139,153 | $197,819-29.7% | $155,789-10.7% | $125,389+11.0% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | -3.61% | 86.73%-90.3pp | 71.54%-75.1pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,246 | $5,631-60.1% | $4,798-53.2% | $5,352-58.0% |
| Admin fee / account holder | $299 | $9,544-96.9% | $7,477-96.0% | $9,541-96.9% |