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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 | $33,663 | $167,353-79.9% | $143,797-76.6% | $134,545-75.0% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -36.07% | 0.48%-36.6pp | -0.04%-36.0pp | 418.37%-454.4pp |
| Employer contribution / active EE | $541 | $5,620-90.4% | $4,952-89.1% | $4,742-88.6% |
| Participant deferral / active EE | $3,375 | $6,447-47.7% | $5,638-40.1% | $6,401-47.3% |
| Admin fee / account holder | $111 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |