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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 | $113,301 | $160,059-29.2% | $140,019-19.1% | $135,380-16.3% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -11.50% | 911.48%-923.0pp | 651.17%-662.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,226 | $7,641-18.5% | $6,927-10.1% | $5,609+11.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |