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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 | $120,677 | $131,835-8.5% | $108,582+11.1% | $273,972-56.0% |
| Participation rate | 20.0% | 83.5%-63.5pp | 79.6%-59.6pp | 83.0%-63.0pp |
| Annual return | 1.46% | -91.57%+93.0pp | -51.70%+53.2pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,613 | $5,127-68.6% | $4,311-62.6% | $5,287-69.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |