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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 | $21,348 | $167,353-87.2% | $143,797-85.2% | $134,545-84.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -25.51% | 0.48%-26.0pp | -0.04%-25.5pp | 418.37%-443.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,740 | $6,447+35.6% | $5,638+55.0% | $6,401+36.5% |
| Admin fee / account holder | $11 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |