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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 | $93,491 | $197,819-52.7% | $155,789-40.0% | $125,388-25.4% |
| Participation rate | 58.8% | 82.1%-23.3pp | 76.1%-17.3pp | 83.2%-24.4pp |
| Annual return | -22.59% | 86.73%-109.3pp | 71.54%-94.1pp | 282.24%-304.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,411 | $5,631-21.7% | $4,798-8.1% | $5,352-17.6% |
| Admin fee / account holder | $81 | $9,544-99.2% | $7,477-98.9% | $9,541-99.2% |