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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 | $49,353 | $167,362-70.5% | $143,799-65.7% | $134,532-63.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -24.13% | 0.47%-24.6pp | -0.04%-24.1pp | 418.27%-442.4pp |
| Employer contribution / active EE | $756 | $5,620-86.5% | $4,952-84.7% | $4,741-84.1% |
| Participant deferral / active EE | $6,500 | $6,447+0.8% | $5,638+15.3% | $6,401+1.5% |
| Admin fee / account holder | $223 | $18,094-98.8% | $14,677-98.5% | $11,429-98.0% |