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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 | $108,535 | $135,639-20.0% | $110,241-1.5% | $135,382-19.8% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -10.15% | 513.21%-523.4pp | 314.75%-324.9pp | 519.77%-529.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,206 | $5,507+12.7% | $4,672+32.8% | $5,609+10.7% |
| Admin fee / account holder | $88 | $11,457-99.2% | $8,548-99.0% | $10,829-99.2% |