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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 | $101,813 | $168,636-39.6% | $147,618-31.0% | $125,388-18.8% |
| Participation rate | 28.6% | 88.8%-60.2pp | 84.6%-56.0pp | 83.2%-54.6pp |
| Annual return | -6.19% | 77.65%-83.8pp | 61.98%-68.2pp | 282.24%-288.4pp |
| Employer contribution / active EE | $857 | $6,252-86.3% | $5,565-84.6% | $4,866-82.4% |
| Participant deferral / active EE | $5,000 | $5,507-9.2% | $4,895+2.1% | $5,352-6.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |