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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 | $41,766 | $142,361-70.7% | $119,608-65.1% | $134,509-68.9% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -23.00% | -12.46%-10.5pp | -14.98%-8.0pp | 418.13%-441.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,701 | $6,468+50.0% | $5,601+73.2% | $6,400+51.6% |
| Admin fee / account holder | $232 | $13,588-98.3% | $10,326-97.8% | $11,427-98.0% |