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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 | $72,539 | $25,979+179.2% | $71,702+1.2% | $68,495+5.9% |
| Participation rate | 14.8% | 54.5%-39.7pp | 62.3%-47.6pp | 67.9%-53.1pp |
| Annual return | -22.01% | -15.10%-6.9pp | 9.14%-31.2pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $866 | $1,522-43.1% | $2,658-67.4% | $4,028-78.5% |
| Admin fee / account holder | $229 | $2,022-88.7% | $3,974-94.2% | $5,403-95.8% |