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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 | $100,346 | $175,646-42.9% | $129,118-22.3% | $134,532-25.4% |
| Participation rate | 36.4% | 81.6%-45.2pp | 77.2%-40.9pp | 81.2%-44.9pp |
| Annual return | -24.14% | -11.39%-12.8pp | -10.94%-13.2pp | 418.27%-442.4pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,354 | $7,970-70.5% | $6,539-64.0% | $6,401-63.2% |
| Admin fee / account holder | $293 | $23,578-98.8% | $14,305-97.9% | $11,429-97.4% |