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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 | $92,303 | $87,546+5.4% | $75,784+21.8% | $125,389-26.4% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -4.00% | 13.49%-17.5pp | 9.68%-13.7pp | 282.24%-286.2pp |
| Employer contribution / active EE | $358 | $3,930-90.9% | $3,323-89.2% | $4,866-92.6% |
| Participant deferral / active EE | $2,730 | $4,230-35.5% | $3,652-25.2% | $5,352-49.0% |
| Admin fee / account holder | $151 | $6,503-97.7% | $5,300-97.1% | $9,541-98.4% |