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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 | $90,815 | $92,219-1.5% | $76,768+18.3% | $135,379-32.9% |
| Participation rate | 25.0% | 79.8%-54.8pp | 77.0%-52.0pp | 82.6%-57.6pp |
| Annual return | -10.19% | 5.46%-15.6pp | 2.43%-12.6pp | 519.79%-530.0pp |
| Employer contribution / active EE | $250 | $3,216-92.2% | $2,485-89.9% | $4,779-94.8% |
| Participant deferral / active EE | $4,505 | $4,508-0.1% | $3,852+17.0% | $5,609-19.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |