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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 | $22,710 | $167,352-86.4% | $143,788-84.2% | $134,509-83.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -23.78% | 0.47%-24.2pp | -0.03%-23.7pp | 418.13%-441.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,383 | $6,447-1.0% | $5,638+13.2% | $6,400-0.3% |
| Admin fee / account holder | $77 | $18,091-99.6% | $14,675-99.5% | $11,427-99.3% |