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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 | $113,871 | $167,504-32.0% | $151,628-24.9% | $134,509-15.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -23.72% | 7.81%-31.5pp | 3.34%-27.1pp | 418.13%-441.9pp |
| Employer contribution / active EE | $789 | $6,828-88.4% | $6,165-87.2% | $4,741-83.4% |
| Participant deferral / active EE | $18,000 | $8,985+100.3% | $8,363+115.2% | $6,400+181.2% |
| Admin fee / account holder | $235 | $13,779-98.3% | $11,613-98.0% | $11,427-97.9% |