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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 | $63,599 | $133,998-52.5% | $112,263-43.3% | $134,545-52.7% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -23.41% | 47.17%-70.6pp | 27.49%-50.9pp | 418.37%-441.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,352 | $5,292-55.6% | $4,729-50.3% | $6,401-63.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |