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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 | $79,625 | $107,363-25.8% | $92,909-14.3% | $152,897-47.9% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | -2.04% | 145.63%-147.7pp | 109.44%-111.5pp | 345.43%-347.5pp |
| Employer contribution / active EE | $494 | $4,222-88.3% | $3,653-86.5% | $4,764-89.6% |
| Participant deferral / active EE | $10,542 | $4,848+117.4% | $4,238+148.7% | $5,851+80.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |