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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 | $104,071 | $49,280+111.2% | $67,313+54.6% | $64,173+62.2% |
| Participation rate | 22.9% | 60.8%-37.9pp | 69.1%-46.2pp | 69.6%-46.7pp |
| Annual return | -11.25% | -1.39%-9.9pp | -4.08%-7.2pp | 7.63%-18.9pp |
| Employer contribution / active EE | $90 | $1,668-94.6% | $2,566-96.5% | $2,381-96.2% |
| Participant deferral / active EE | $922 | $2,484-62.9% | $3,568-74.2% | $3,470-73.4% |
| Admin fee / account holder | $17 | $3,863-99.6% | $4,507-99.6% | $4,887-99.7% |