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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 | $33,826 | $138,075-75.5% | $123,552-72.6% | $135,379-75.0% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -41.59% | 153.70%-195.3pp | 119.20%-160.8pp | 519.79%-561.4pp |
| Employer contribution / active EE | $773 | $5,152-85.0% | $4,628-83.3% | $4,779-83.8% |
| Participant deferral / active EE | $8,149 | $6,800+19.9% | $6,426+26.8% | $5,609+45.3% |
| Admin fee / account holder | $161 | $10,917-98.5% | $9,285-98.3% | $10,828-98.5% |