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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 | $41,635 | $93,124-55.3% | $77,100-46.0% | $134,545-69.1% |
| Participation rate | 5.6% | 74.5%-68.9pp | 67.9%-62.4pp | 81.2%-75.7pp |
| Annual return | -33.93% | 62.68%-96.6pp | 42.35%-76.3pp | 418.37%-452.3pp |
| Employer contribution / active EE | $381 | $3,421-88.9% | $2,815-86.5% | $4,742-92.0% |
| Participant deferral / active EE | $1,139 | $5,242-78.3% | $4,430-74.3% | $6,401-82.2% |
| Admin fee / account holder | $182 | $6,970-97.4% | $5,443-96.7% | $11,431-98.4% |