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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 | $26,066 | $129,959-79.9% | $104,301-75.0% | $134,532-80.6% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -40.62% | 42.04%-82.7pp | 24.61%-65.2pp | 418.27%-458.9pp |
| Employer contribution / active EE | $600 | $4,185-85.7% | $3,373-82.2% | $4,741-87.3% |
| Participant deferral / active EE | $8,800 | $5,589+57.4% | $4,626+90.2% | $6,401+37.5% |
| Admin fee / account holder | $30 | $9,325-99.7% | $7,340-99.6% | $11,429-99.7% |