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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 | $51,637 | $165,399-68.8% | $149,745-65.5% | $158,982-67.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -5.84% | 348.34%-354.2pp | 276.72%-282.6pp | 302.99%-308.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,235 | $7,183+28.6% | $6,843+35.0% | $5,983+54.3% |
| Admin fee / account holder | $256 | $10,811-97.6% | $9,312-97.2% | $11,252-97.7% |