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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 | $44,436 | $180,462-75.4% | $154,111-71.2% | $135,379-67.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.25% | 888.17%-897.4pp | 735.18%-744.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,256 | $6,036-79.2% | $5,298-76.3% | $4,779-73.7% |
| Participant deferral / active EE | $4,115 | $5,806-29.1% | $5,081-19.0% | $5,609-26.6% |
| Admin fee / account holder | $220 | $16,145-98.6% | $13,411-98.4% | $10,828-98.0% |