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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 | $70,761 | $138,102-48.8% | $125,381-43.6% | $134,532-47.4% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -25.55% | 750.73%-776.3pp | 572.31%-597.9pp | 418.27%-443.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,791 | $7,801-51.4% | $7,448-49.1% | $6,401-40.8% |
| Admin fee / account holder | $66 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |