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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 | $34,100 | $127,387-73.2% | $115,038-70.4% | $125,389-72.8% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -3.75% | 31.28%-35.0pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,795 | $6,423-40.9% | $6,026-37.0% | $5,352-29.1% |
| Admin fee / account holder | $294 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |