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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 | $14,302 | $100,073-85.7% | $85,126-83.2% | $145,877-90.2% |
| Participation rate | 17.6% | 74.1%-56.5pp | 67.5%-49.9pp | 80.3%-62.7pp |
| Annual return | 3.77% | 84.11%-80.3pp | 66.63%-62.9pp | 551.28%-547.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $949 | $5,294-82.1% | $4,523-79.0% | $6,691-85.8% |
| Admin fee / account holder | $245 | $7,261-96.6% | $6,160-96.0% | $13,402-98.2% |