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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 | $103,979 | $92,684+12.2% | $82,706+25.7% | $134,509-22.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -23.14% | 945.84%-969.0pp | 701.76%-724.9pp | 418.13%-441.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,243 | $4,800-32.4% | $4,394-26.2% | $6,400-49.3% |
| Admin fee / account holder | $300 | $5,982-95.0% | $5,329-94.4% | $11,427-97.4% |