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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 | $172,822 | $138,114+25.1% | $125,391+37.8% | $134,545+28.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -31.18% | 750.88%-782.1pp | 572.41%-603.6pp | 418.37%-449.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,909 | $7,801-24.3% | $7,448-20.7% | $6,401-7.7% |
| Admin fee / account holder | $30 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |