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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 | $141,465 | $110,278+28.3% | $95,740+47.8% | $139,466+1.4% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | -11.41% | 27.19%-38.6pp | 28.41%-39.8pp | 373.66%-385.1pp |
| Employer contribution / active EE | $167 | $3,260-94.9% | $2,836-94.1% | $4,754-96.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |