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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 | $92,090 | $133,998-31.3% | $112,263-18.0% | $134,545-31.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -22.39% | 47.17%-69.6pp | 27.49%-49.9pp | 418.37%-440.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,778 | $5,292-9.7% | $4,729+1.0% | $6,401-25.4% |
| Admin fee / account holder | $40 | $7,493-99.5% | $6,410-99.4% | $11,431-99.7% |