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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 | $37,801 | $135,645-72.1% | $110,243-65.7% | $135,380-72.1% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -11.19% | 513.24%-524.4pp | 314.76%-325.9pp | 519.81%-531.0pp |
| Employer contribution / active EE | $923 | $4,907-81.2% | $3,827-75.9% | $4,779-80.7% |
| Participant deferral / active EE | $3,427 | $5,507-37.8% | $4,672-26.7% | $5,609-38.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |