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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 | $109,269 | $54,380+100.9% | $68,509+59.5% | $59,633+83.2% |
| Participation rate | 23.1% | 70.2%-47.1pp | 74.7%-51.7pp | 68.7%-45.6pp |
| Annual return | -2.47% | 2.83%-5.3pp | 8.27%-10.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,655 | $2,643-37.4% | $3,382-51.1% | $3,192-48.1% |
| Admin fee / account holder | $87 | $3,885-97.8% | $5,275-98.3% | $4,297-98.0% |