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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 | $118,273 | $209,425-43.5% | $178,499-33.7% | $158,966-25.6% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | -0.50% | 188.80%-189.3pp | 151.10%-151.6pp | 302.95%-303.5pp |
| Employer contribution / active EE | $928 | $5,707-83.7% | $5,011-81.5% | $4,762-80.5% |
| Participant deferral / active EE | $3,400 | $5,955-42.9% | $5,202-34.6% | $5,983-43.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |