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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 | $31,811 | $127,387-75.0% | $115,038-72.3% | $125,389-74.6% |
| Participation rate | 23.5% | 84.2%-60.6pp | 81.4%-57.8pp | 83.2%-59.7pp |
| Annual return | -3.98% | 31.28%-35.3pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,996 | $6,423-53.4% | $6,026-50.3% | $5,352-44.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |