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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 | $25,713 | $167,352-84.6% | $143,788-82.1% | $134,509-80.9% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -30.24% | 0.47%-30.7pp | -0.03%-30.2pp | 418.13%-448.4pp |
| Employer contribution / active EE | $101 | $5,620-98.2% | $4,952-98.0% | $4,741-97.9% |
| Participant deferral / active EE | $2,160 | $6,447-66.5% | $5,638-61.7% | $6,400-66.3% |
| Admin fee / account holder | $220 | $18,091-98.8% | $14,675-98.5% | $11,427-98.1% |