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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 | $18,873 | $167,353-88.7% | $143,797-86.9% | $134,545-86.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -37.93% | 0.48%-38.4pp | -0.04%-37.9pp | 418.37%-456.3pp |
| Employer contribution / active EE | $785 | $5,620-86.0% | $4,952-84.1% | $4,742-83.4% |
| Participant deferral / active EE | $4,082 | $6,447-36.7% | $5,638-27.6% | $6,401-36.2% |
| Admin fee / account holder | $124 | $18,096-99.3% | $14,679-99.2% | $11,431-98.9% |