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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 | $70,424 | $180,455-61.0% | $154,111-54.3% | $135,377-48.0% |
| Participation rate | 18.2% | 87.4%-69.2pp | 83.0%-64.9pp | 82.6%-64.5pp |
| Annual return | -9.06% | 888.14%-897.2pp | 735.15%-744.2pp | 519.75%-528.8pp |
| Employer contribution / active EE | $842 | $6,035-86.0% | $5,298-84.1% | $4,779-82.4% |
| Participant deferral / active EE | $3,502 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $20 | $16,144-99.9% | $13,411-99.9% | $10,828-99.8% |