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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 | $132,503 | $138,114-4.1% | $125,391+5.7% | $134,545-1.5% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -25.41% | 750.88%-776.3pp | 572.41%-597.8pp | 418.37%-443.8pp |
| Employer contribution / active EE | $356 | $5,246-93.2% | $4,816-92.6% | $4,742-92.5% |
| Participant deferral / active EE | $3,144 | $7,801-59.7% | $7,448-57.8% | $6,401-50.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |