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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 | $28,511 | $138,114-79.4% | $125,391-77.3% | $134,545-78.8% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -42.93% | 750.88%-793.8pp | 572.41%-615.3pp | 418.37%-461.3pp |
| Employer contribution / active EE | $69 | $5,246-98.7% | $4,816-98.6% | $4,742-98.6% |
| Participant deferral / active EE | $3,857 | $7,801-50.6% | $7,448-48.2% | $6,401-39.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |