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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 | $33,296 | $138,102-75.9% | $125,381-73.4% | $134,532-75.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -25.85% | 750.73%-776.6pp | 572.31%-598.2pp | 418.27%-444.1pp |
| Employer contribution / active EE | $800 | $5,245-84.7% | $4,815-83.4% | $4,741-83.1% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $87 | $11,568-99.3% | $10,007-99.1% | $11,429-99.2% |