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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 | $25,608 | $138,102-81.5% | $125,381-79.6% | $134,532-81.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -25.44% | 750.73%-776.2pp | 572.31%-597.8pp | 418.27%-443.7pp |
| Employer contribution / active EE | $607 | $5,245-88.4% | $4,815-87.4% | $4,741-87.2% |
| Participant deferral / active EE | $2,913 | $7,801-62.7% | $7,448-60.9% | $6,401-54.5% |
| Admin fee / account holder | $192 | $11,568-98.3% | $10,007-98.1% | $11,429-98.3% |