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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 | $54,940 | $46,697+17.7% | $117,529-53.3% | $68,490-19.8% |
| Participation rate | 17.2% | 56.8%-39.5pp | 70.6%-53.4pp | 67.9%-50.7pp |
| Annual return | -19.41% | -14.52%-4.9pp | 29.77%-49.2pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $973 | $2,637-63.1% | $4,072-76.1% | $4,028-75.8% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,645-100.0% | $5,403-100.0% |