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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 | $80,325 | $142,409-43.6% | $119,634-32.9% | $134,545-40.3% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | -20.70% | -12.46%-8.2pp | -14.98%-5.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,536 | $6,468-60.8% | $5,601-54.7% | $6,401-60.4% |
| Admin fee / account holder | $12 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |