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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 | $0 | $65,395-100.0% | $182,540-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 65.4%-65.4pp | 78.0%-78.0pp | 69.5%-69.5pp |
| Annual return | 13.89% | 27.68%-13.8pp | 148.58%-134.7pp | 81.01%-67.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,963 | $3,563-16.8% | $5,525-46.4% | $3,608-17.9% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |