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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 | $38,994 | $167,362-76.7% | $143,799-72.9% | $134,532-71.0% |
| Participation rate | 14.3% | 84.8%-70.5pp | 80.3%-66.0pp | 81.2%-66.9pp |
| Annual return | -24.29% | 0.47%-24.8pp | -0.04%-24.2pp | 418.27%-442.6pp |
| Employer contribution / active EE | $586 | $5,620-89.6% | $4,952-88.2% | $4,741-87.6% |
| Participant deferral / active EE | $2,852 | $6,447-55.8% | $5,638-49.4% | $6,401-55.4% |
| Admin fee / account holder | $217 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |