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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 | $30,745 | $190,879-83.9% | $160,009-80.8% | $134,532-77.1% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.0%-42.7pp | 81.2%-45.9pp |
| Annual return | -21.93% | 552.63%-574.6pp | 408.85%-430.8pp | 418.27%-440.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,654 | $6,924-47.2% | $6,183-40.9% | $6,401-42.9% |
| Admin fee / account holder | $30 | $10,495-99.7% | $8,715-99.7% | $11,429-99.7% |