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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 | $69,198 | $127,387-45.7% | $115,038-39.8% | $125,389-44.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -14.24% | 31.28%-45.5pp | 26.14%-40.4pp | 282.24%-296.5pp |
| Employer contribution / active EE | $355 | $5,166-93.1% | $4,608-92.3% | $4,866-92.7% |
| Participant deferral / active EE | $3,532 | $6,423-45.0% | $6,026-41.4% | $5,352-34.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |