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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 | $57,681 | $46,697+23.5% | $117,533-50.9% | $68,486-15.8% |
| Participation rate | 27.6% | 56.8%-29.2pp | 70.6%-43.0pp | 67.9%-40.3pp |
| Annual return | -26.29% | -14.52%-11.8pp | 29.77%-56.1pp | -7.85%-18.4pp |
| Employer contribution / active EE | $123 | $1,506-91.8% | $4,179-97.0% | $2,597-95.2% |
| Participant deferral / active EE | $1,185 | $2,637-55.1% | $4,072-70.9% | $4,028-70.6% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |