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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 | $148,309 | $82,674+79.4% | $125,381+18.3% | $68,486+116.6% |
| Participation rate | 17.7% | 75.1%-57.3pp | 82.4%-64.7pp | 67.9%-50.2pp |
| Annual return | -23.80% | -5.97%-17.8pp | 572.31%-596.1pp | -7.85%-15.9pp |
| Employer contribution / active EE | $650 | $3,382-80.8% | $4,815-86.5% | $2,597-75.0% |
| Participant deferral / active EE | $2,981 | $6,111-51.2% | $7,448-60.0% | $4,028-26.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |