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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 | $19,493 | $97,729-80.1% | $83,830-76.7% | $135,379-85.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -19.03% | 1287.52%-1306.5pp | 850.97%-870.0pp | 519.79%-538.8pp |
| Employer contribution / active EE | $510 | $4,222-87.9% | $3,631-85.9% | $4,779-89.3% |
| Participant deferral / active EE | $4,667 | $4,683-0.3% | $4,082+14.3% | $5,609-16.8% |
| Admin fee / account holder | $239 | $6,674-96.4% | $5,479-95.6% | $10,828-97.8% |