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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 | $27,877 | $133,998-79.2% | $112,263-75.2% | $134,545-79.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -22.10% | 47.17%-69.3pp | 27.49%-49.6pp | 418.37%-440.5pp |
| Employer contribution / active EE | $753 | $4,040-81.4% | $3,636-79.3% | $4,742-84.1% |
| Participant deferral / active EE | $6,223 | $5,292+17.6% | $4,729+31.6% | $6,401-2.8% |
| Admin fee / account holder | $207 | $7,493-97.2% | $6,410-96.8% | $11,431-98.2% |