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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 | $128,685 | $167,352-23.1% | $143,788-10.5% | $134,509-4.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.77% | 0.47%-21.2pp | -0.03%-20.7pp | 418.13%-438.9pp |
| Employer contribution / active EE | $883 | $5,620-84.3% | $4,952-82.2% | $4,741-81.4% |
| Participant deferral / active EE | $6,509 | $6,447+1.0% | $5,638+15.4% | $6,400+1.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |