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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 | $86,857 | $138,114-37.1% | $125,391-30.7% | $134,545-35.4% |
| Participation rate | 47.4% | 84.5%-37.1pp | 82.4%-35.0pp | 81.2%-33.9pp |
| Annual return | -24.48% | 750.88%-775.4pp | 572.41%-596.9pp | 418.37%-442.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,377 | $7,801-43.9% | $7,448-41.2% | $6,401-31.6% |
| Admin fee / account holder | $114 | $11,570-99.0% | $10,009-98.9% | $11,431-99.0% |