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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 | $32,511 | $190,879-83.0% | $160,009-79.7% | $134,532-75.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -31.56% | 552.63%-584.2pp | 408.85%-440.4pp | 418.27%-449.8pp |
| Employer contribution / active EE | $460 | $4,995-90.8% | $4,225-89.1% | $4,741-90.3% |
| Participant deferral / active EE | $2,658 | $6,924-61.6% | $6,183-57.0% | $6,401-58.5% |
| Admin fee / account holder | $295 | $10,495-97.2% | $8,715-96.6% | $11,429-97.4% |