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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 | $39,856 | $190,879-79.1% | $160,009-75.1% | $134,532-70.4% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -33.58% | 552.63%-586.2pp | 408.85%-442.4pp | 418.27%-451.8pp |
| Employer contribution / active EE | $560 | $4,995-88.8% | $4,225-86.7% | $4,741-88.2% |
| Participant deferral / active EE | $5,017 | $6,924-27.5% | $6,183-18.9% | $6,401-21.6% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |