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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 | $73,211 | $81,358-10.0% | $155,556-52.9% | $80,959-9.6% |
| Participation rate | 8.3% | 66.3%-57.9pp | 78.2%-69.9pp | 67.7%-59.3pp |
| Annual return | -29.92% | 33.39%-63.3pp | 64.84%-94.8pp | 35.67%-65.6pp |
| Employer contribution / active EE | $244 | $3,106-92.1% | $4,675-94.8% | $2,757-91.1% |
| Participant deferral / active EE | $1,069 | $3,455-69.1% | $5,631-81.0% | $4,300-75.2% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |