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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 | $28,384 | $180,459-84.3% | $154,108-81.6% | $135,380-79.0% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -9.30% | 888.21%-897.5pp | 735.21%-744.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $509 | $6,035-91.6% | $5,298-90.4% | $4,779-89.3% |
| Participant deferral / active EE | $2,057 | $5,806-64.6% | $5,081-59.5% | $5,609-63.3% |
| Admin fee / account holder | $274 | $16,145-98.3% | $13,411-98.0% | $10,828-97.5% |