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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 | $105,442 | $73,839+42.8% | $143,788-26.7% | $68,495+53.9% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | -21.76% | 1.01%-22.8pp | -0.03%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $341 | $3,184-89.3% | $4,952-93.1% | $2,596-86.9% |
| Participant deferral / active EE | $1,062 | $3,384-68.6% | $5,638-81.2% | $4,028-73.6% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |