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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 | $219,388 | $138,078+58.9% | $125,363+75.0% | $134,509+63.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -25.13% | 750.49%-775.6pp | 572.15%-597.3pp | 418.13%-443.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,939 | $7,800-49.5% | $7,447-47.1% | $6,400-38.5% |
| Admin fee / account holder | $40 | $11,566-99.7% | $10,005-99.6% | $11,427-99.6% |