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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 | $22,849 | $190,879-88.0% | $160,009-85.7% | $134,532-83.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -22.80% | 552.63%-575.4pp | 408.85%-431.6pp | 418.27%-441.1pp |
| Employer contribution / active EE | $234 | $4,995-95.3% | $4,225-94.5% | $4,741-95.1% |
| Participant deferral / active EE | $5,155 | $6,924-25.6% | $6,183-16.6% | $6,401-19.5% |
| Admin fee / account holder | $152 | $10,495-98.6% | $8,715-98.3% | $11,429-98.7% |