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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 | $133,983-52.5% | $112,244-43.3% | $134,493-52.7% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -23.41% | 47.13%-70.5pp | 27.46%-50.9pp | 418.01%-441.4pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,352 | $5,291-55.6% | $4,728-50.3% | $6,400-63.3% |
| Admin fee / account holder | $0 | $7,490-100.0% | $6,411-100.0% | $11,425-100.0% |