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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 | $35,643 | $127,387-72.0% | $115,038-69.0% | $125,389-71.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -14.56% | 31.28%-45.8pp | 26.14%-40.7pp | 282.24%-296.8pp |
| Employer contribution / active EE | $693 | $5,166-86.6% | $4,608-85.0% | $4,866-85.8% |
| Participant deferral / active EE | $6,250 | $6,423-2.7% | $6,026+3.7% | $5,352+16.8% |
| Admin fee / account holder | $138 | $9,516-98.5% | $8,175-98.3% | $9,541-98.6% |