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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 | $32,128 | $97,729-67.1% | $83,830-61.7% | $135,379-76.3% |
| Participation rate | 26.7% | 80.0%-53.3pp | 76.1%-49.5pp | 82.6%-56.0pp |
| Annual return | -11.14% | 1287.52%-1298.7pp | 850.97%-862.1pp | 519.79%-530.9pp |
| Employer contribution / active EE | $484 | $4,222-88.5% | $3,631-86.7% | $4,779-89.9% |
| Participant deferral / active EE | $2,443 | $4,683-47.8% | $4,082-40.1% | $5,609-56.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |