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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 | $68,087 | $190,879-64.3% | $160,009-57.4% | $134,532-49.4% |
| Participation rate | 31.3% | 82.0%-50.7pp | 78.0%-46.7pp | 81.2%-50.0pp |
| Annual return | -21.53% | 552.63%-574.2pp | 408.85%-430.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,333 | $6,924-66.3% | $6,183-62.3% | $6,401-63.6% |
| Admin fee / account holder | $15 | $10,495-99.9% | $8,715-99.8% | $11,429-99.9% |