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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 | $29,639 | $190,862-84.5% | $159,991-81.5% | $134,509-78.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -20.77% | 552.59%-573.4pp | 408.82%-429.6pp | 418.13%-438.9pp |
| Employer contribution / active EE | $462 | $4,995-90.8% | $4,225-89.1% | $4,741-90.3% |
| Participant deferral / active EE | $10,250 | $6,924+48.0% | $6,183+65.8% | $6,400+60.1% |
| Admin fee / account holder | $46 | $10,495-99.6% | $8,715-99.5% | $11,427-99.6% |