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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 | $19,595 | $190,879-89.7% | $160,009-87.8% | $134,532-85.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -1050.00% | 552.63%-1602.6pp | 408.85%-1458.8pp | 418.27%-1468.3pp |
| Employer contribution / active EE | $271 | $4,995-94.6% | $4,225-93.6% | $4,741-94.3% |
| Participant deferral / active EE | $12,124 | $6,924+75.1% | $6,183+96.1% | $6,401+89.4% |
| Admin fee / account holder | $47 | $10,495-99.5% | $8,715-99.5% | $11,429-99.6% |