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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 | $55,970 | $168,635-66.8% | $147,617-62.1% | $125,389-55.4% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -6.75% | 77.65%-84.4pp | 61.98%-68.7pp | 282.24%-289.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,032 | $5,507+9.5% | $4,895+23.2% | $5,352+12.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |