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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 | $38,566 | $138,072-72.1% | $123,549-68.8% | $135,382-71.5% |
| Participation rate | 31.3% | 84.7%-53.5pp | 82.3%-51.0pp | 82.6%-51.4pp |
| Annual return | -11.11% | 153.69%-164.8pp | 119.20%-130.3pp | 519.77%-530.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,409 | $6,799-35.2% | $6,426-31.4% | $5,609-21.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |