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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 | $17,798 | $138,114-87.1% | $125,391-85.8% | $134,545-86.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -23.72% | 750.88%-774.6pp | 572.41%-596.1pp | 418.37%-442.1pp |
| Employer contribution / active EE | $471 | $5,246-91.0% | $4,816-90.2% | $4,742-90.1% |
| Participant deferral / active EE | $6,258 | $7,801-19.8% | $7,448-16.0% | $6,401-2.2% |
| Admin fee / account holder | $24 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |