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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 | $128,668 | $76,407+68.4% | $150,298-14.4% | $82,448+56.1% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | -45.19% | 39.99%-85.2pp | 62.79%-108.0pp | 41.64%-86.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,689 | $3,214-16.4% | $5,453-50.7% | $4,139-35.0% |
| Admin fee / account holder | $250 | $6,352-96.1% | $14,116-98.2% | $7,234-96.5% |