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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 | $72,137 | $168,635-57.2% | $147,617-51.1% | $125,389-42.5% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -4.06% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.3pp |
| Employer contribution / active EE | $574 | $6,252-90.8% | $5,564-89.7% | $4,866-88.2% |
| Participant deferral / active EE | $2,706 | $5,507-50.9% | $4,895-44.7% | $5,352-49.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |