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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 | $37,920 | $96,643-60.8% | $86,617-56.2% | $139,456-72.8% |
| Participation rate | 31.8% | 74.4%-42.6pp | 71.7%-39.9pp | 80.3%-48.5pp |
| Annual return | 8.09% | 106.57%-98.5pp | 591.91%-583.8pp | 373.45%-365.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,227 | $4,835-74.6% | $4,437-72.3% | $6,711-81.7% |
| Admin fee / account holder | $21 | $6,406-99.7% | $5,613-99.6% | $11,407-99.8% |