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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 | $45,015 | $87,546-48.6% | $75,784-40.6% | $125,389-64.1% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -4.42% | 13.49%-17.9pp | 9.68%-14.1pp | 282.24%-286.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,618 | $4,230+9.2% | $3,652+26.5% | $5,352-13.7% |
| Admin fee / account holder | $228 | $6,503-96.5% | $5,300-95.7% | $9,541-97.6% |