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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 | $173,985 | $96,691+79.9% | $86,656+100.8% | $139,487+24.7% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | -7.14% | 106.87%-114.0pp | 593.09%-600.2pp | 373.84%-381.0pp |
| Employer contribution / active EE | $221 | $3,267-93.2% | $3,025-92.7% | $4,755-95.3% |
| Participant deferral / active EE | $1,500 | $4,838-69.0% | $4,439-66.2% | $6,713-77.7% |
| Admin fee / account holder | $20 | $6,414-99.7% | $5,619-99.6% | $11,407-99.8% |