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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 | $22,750 | $138,075-83.5% | $123,552-81.6% | $135,379-83.2% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -22.45% | 153.70%-176.1pp | 119.20%-141.7pp | 519.79%-542.2pp |
| Employer contribution / active EE | $841 | $5,152-83.7% | $4,628-81.8% | $4,779-82.4% |
| Participant deferral / active EE | $4,397 | $6,800-35.3% | $6,426-31.6% | $5,609-21.6% |
| Admin fee / account holder | $131 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |