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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 | $140,460 | $154,209-8.9% | $130,062+8.0% | $139,487+0.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | -6.26% | 32.52%-38.8pp | -137.37%+131.1pp | 373.84%-380.1pp |
| Employer contribution / active EE | $509 | $5,292-90.4% | $4,322-88.2% | $4,755-89.3% |
| Participant deferral / active EE | $4,482 | $6,709-33.2% | $5,821-23.0% | $6,713-33.2% |
| Admin fee / account holder | $276 | $13,988-98.0% | $10,601-97.4% | $11,407-97.6% |