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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 | $20,455 | $183,516-88.9% | $155,534-86.8% | $145,884-86.0% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | -8.62% | 61.43%-70.0pp | 64.92%-73.5pp | 551.85%-560.5pp |
| Employer contribution / active EE | $333 | $5,315-93.7% | $4,675-92.9% | $4,662-92.9% |
| Participant deferral / active EE | $5,278 | $6,467-18.4% | $5,630-6.3% | $6,690-21.1% |
| Admin fee / account holder | $31 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |