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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 | $130,849 | $209,847-37.6% | $189,520-31.0% | $167,518-21.9% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | -33.80% | 748.45%-782.2pp | 555.25%-589.0pp | 478.71%-512.5pp |
| Employer contribution / active EE | $1,356 | $6,913-80.4% | $6,161-78.0% | $4,838-72.0% |
| Participant deferral / active EE | $8,667 | $8,934-3.0% | $8,220+5.4% | $6,342+36.7% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |