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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 | $37,127 | $180,466-79.4% | $154,114-75.9% | $135,382-72.6% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -26.65% | 888.15%-914.8pp | 735.16%-761.8pp | 519.77%-546.4pp |
| Employer contribution / active EE | $1,010 | $6,035-83.3% | $5,298-80.9% | $4,779-78.9% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $285 | $16,144-98.2% | $13,411-97.9% | $10,829-97.4% |