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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 | $30,330 | $167,533-81.9% | $151,645-80.0% | $134,545-77.5% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -22.99% | 7.81%-30.8pp | 3.34%-26.3pp | 418.37%-441.4pp |
| Employer contribution / active EE | $1,095 | $6,828-84.0% | $6,165-82.2% | $4,742-76.9% |
| Participant deferral / active EE | $6,583 | $8,985-26.7% | $8,363-21.3% | $6,401+2.8% |
| Admin fee / account holder | $202 | $13,781-98.5% | $11,614-98.3% | $11,431-98.2% |