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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 | $66,439 | $43,075+54.2% | $74,577-10.9% | $62,881+5.7% |
| Participation rate | 8.8% | 58.1%-49.2pp | 68.1%-59.3pp | 69.3%-60.5pp |
| Annual return | -10.19% | 17.50%-27.7pp | 20.47%-30.7pp | 20.14%-30.3pp |
| Employer contribution / active EE | $158 | $1,498-89.4% | $2,525-93.7% | $2,281-93.1% |
| Participant deferral / active EE | $1,077 | $2,389-54.9% | $3,458-68.9% | $3,203-66.4% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |