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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 | $58,162 | $180,466-67.8% | $154,114-62.3% | $135,382-57.0% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -17.11% | 888.15%-905.3pp | 735.16%-752.3pp | 519.77%-536.9pp |
| Employer contribution / active EE | $506 | $6,035-91.6% | $5,298-90.4% | $4,779-89.4% |
| Participant deferral / active EE | $3,451 | $5,806-40.6% | $5,081-32.1% | $5,609-38.5% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |