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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 | $45,515 | $95,188-52.2% | $76,518-40.5% | $135,379-66.4% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -16.56% | 4.85%-21.4pp | -0.27%-16.3pp | 519.79%-536.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,167 | $4,640+76.0% | $3,836+112.9% | $5,609+45.6% |
| Admin fee / account holder | $171 | $6,249-97.3% | $4,849-96.5% | $10,828-98.4% |