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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 | $30,101 | $180,462-83.3% | $154,111-80.5% | $135,379-77.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -11.38% | 888.17%-899.6pp | 735.18%-746.6pp | 519.79%-531.2pp |
| Employer contribution / active EE | $1,137 | $6,036-81.2% | $5,298-78.5% | $4,779-76.2% |
| Participant deferral / active EE | $6,486 | $5,806+11.7% | $5,081+27.7% | $5,609+15.6% |
| Admin fee / account holder | $267 | $16,145-98.3% | $13,411-98.0% | $10,828-97.5% |