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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 | $39,881 | $180,459-77.9% | $154,108-74.1% | $135,380-70.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -14.69% | 888.21%-902.9pp | 735.21%-749.9pp | 519.81%-534.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,250 | $5,806+24.9% | $5,081+42.7% | $5,609+29.3% |
| Admin fee / account holder | $266 | $16,145-98.4% | $13,411-98.0% | $10,828-97.5% |