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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 | $35,181 | $142,392-75.3% | $119,622-70.6% | $134,532-73.8% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -34.85% | -12.46%-22.4pp | -14.98%-19.9pp | 418.27%-453.1pp |
| Employer contribution / active EE | $877 | $5,224-83.2% | $4,232-79.3% | $4,741-81.5% |
| Participant deferral / active EE | $7,970 | $6,467+23.2% | $5,601+42.3% | $6,401+24.5% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |