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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 | $101,910 | $106,923-4.7% | $84,023+21.3% | $152,909-33.4% |
| Participation rate | 20.0% | 75.3%-55.3pp | 69.0%-49.0pp | 82.5%-62.5pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $268 | $2,735-90.2% | $1,984-86.5% | $4,764-94.4% |
| Participant deferral / active EE | $3,800 | $4,013-5.3% | $3,239+17.3% | $5,851-35.1% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |