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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 | $67,027 | $209,422-68.0% | $178,503-62.5% | $158,982-57.8% |
| Participation rate | 35.3% | 86.4%-51.1pp | 81.9%-46.6pp | 82.0%-46.7pp |
| Annual return | -21.62% | 188.81%-210.4pp | 151.12%-172.7pp | 302.99%-324.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | -$16 | $17,079-100.1% | $13,987-100.1% | $11,252-100.1% |