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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 | $25,518 | $167,353-84.8% | $143,797-82.3% | $134,545-81.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -27.83% | 0.48%-28.3pp | -0.04%-27.8pp | 418.37%-446.2pp |
| Employer contribution / active EE | $617 | $5,620-89.0% | $4,952-87.5% | $4,742-87.0% |
| Participant deferral / active EE | $8,241 | $6,447+27.8% | $5,638+46.2% | $6,401+28.7% |
| Admin fee / account holder | $116 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |