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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 | $136,833 | $138,075-0.9% | $123,552+10.7% | $135,379+1.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -37.25% | 153.70%-190.9pp | 119.20%-156.4pp | 519.79%-557.0pp |
| Employer contribution / active EE | $849 | $5,152-83.5% | $4,628-81.7% | $4,779-82.2% |
| Participant deferral / active EE | $5,000 | $6,800-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |