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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 | $56,143 | $97,729-42.6% | $83,830-33.0% | $135,379-58.5% |
| Participation rate | 19.0% | 80.0%-60.9pp | 76.1%-57.1pp | 82.6%-63.6pp |
| Annual return | -10.21% | 1287.52%-1297.7pp | 850.97%-861.2pp | 519.79%-530.0pp |
| Employer contribution / active EE | $317 | $4,222-92.5% | $3,631-91.3% | $4,779-93.4% |
| Participant deferral / active EE | $1,662 | $4,683-64.5% | $4,082-59.3% | $5,609-70.4% |
| Admin fee / account holder | $31 | $6,674-99.5% | $5,479-99.4% | $10,828-99.7% |