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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 | $160,521 | $73,863+117.3% | $143,797+11.6% | $68,490+134.4% |
| Participation rate | 53.1% | 66.7%-13.5pp | 80.3%-27.2pp | 67.9%-14.8pp |
| Annual return | -22.13% | 0.91%-23.0pp | -0.04%-22.1pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,849 | $3,385+13.7% | $5,638-31.7% | $4,028-4.5% |
| Admin fee / account holder | $2 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |