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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 | $43,077 | $135,645-68.2% | $110,243-60.9% | $135,379-68.2% |
| Participation rate | 14.3% | 83.5%-69.2pp | 79.8%-65.5pp | 82.6%-68.4pp |
| Annual return | -10.96% | 513.24%-524.2pp | 314.76%-325.7pp | 519.79%-530.8pp |
| Employer contribution / active EE | $571 | $4,907-88.4% | $3,827-85.1% | $4,779-88.0% |
| Participant deferral / active EE | $2,007 | $5,507-63.6% | $4,672-57.0% | $5,609-64.2% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |