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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 | $85,956 | $59,111+45.4% | $86,451-0.6% | $68,490+25.5% |
| Participation rate | 41.9% | 75.2%-33.4pp | 80.3%-38.5pp | 67.9%-26.0pp |
| Annual return | -22.27% | -0.22%-22.1pp | 4398.51%-4420.8pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,728 | $5,900-36.8% | $6,953-46.4% | $4,028-7.4% |
| Admin fee / account holder | $1 | $5,640-100.0% | $6,734-100.0% | $5,403-100.0% |