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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 | $91,189 | $142,361-35.9% | $119,608-23.8% | $134,509-32.2% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -20.38% | -12.46%-7.9pp | -14.98%-5.4pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,369 | $6,468+106.7% | $5,601+138.7% | $6,400+108.9% |
| Admin fee / account holder | $147 | $13,588-98.9% | $10,326-98.6% | $11,427-98.7% |