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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 | $10,674 | $96,419-88.9% | $80,648-86.8% | $139,487-92.3% |
| Participation rate | 16.7% | 73.6%-57.0pp | 67.0%-50.3pp | 80.3%-63.7pp |
| Annual return | 7.33% | 1352.86%-1345.5pp | 937.21%-929.9pp | 373.84%-366.5pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $912 | $5,225-82.6% | $4,443-79.5% | $6,713-86.4% |
| Admin fee / account holder | $212 | $6,605-96.8% | $5,382-96.1% | $11,407-98.1% |