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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 | $37,330 | $138,102-73.0% | $125,381-70.2% | $134,532-72.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -26.31% | 750.73%-777.0pp | 572.31%-598.6pp | 418.27%-444.6pp |
| Employer contribution / active EE | $828 | $5,245-84.2% | $4,815-82.8% | $4,741-82.5% |
| Participant deferral / active EE | $10,766 | $7,801+38.0% | $7,448+44.6% | $6,401+68.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |