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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 | $173,759 | $167,362+3.8% | $143,799+20.8% | $134,532+29.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -29.40% | 0.47%-29.9pp | -0.04%-29.4pp | 418.27%-447.7pp |
| Employer contribution / active EE | $568 | $5,620-89.9% | $4,952-88.5% | $4,741-88.0% |
| Participant deferral / active EE | $4,822 | $6,447-25.2% | $5,638-14.5% | $6,401-24.7% |
| Admin fee / account holder | $67 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |