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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 | $34,969 | $180,459-80.6% | $154,108-77.3% | $135,380-74.2% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -11.65% | 888.21%-899.9pp | 735.21%-746.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $862 | $6,035-85.7% | $5,298-83.7% | $4,779-82.0% |
| Participant deferral / active EE | $2,498 | $5,806-57.0% | $5,081-50.8% | $5,609-55.5% |
| Admin fee / account holder | $230 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |