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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 | $33,358 | $180,459-81.5% | $154,108-78.4% | $135,380-75.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -14.11% | 888.21%-902.3pp | 735.21%-749.3pp | 519.81%-533.9pp |
| Employer contribution / active EE | $1,171 | $6,035-80.6% | $5,298-77.9% | $4,779-75.5% |
| Participant deferral / active EE | $7,505 | $5,806+29.3% | $5,081+47.7% | $5,609+33.8% |
| Admin fee / account holder | $201 | $16,145-98.8% | $13,411-98.5% | $10,828-98.1% |