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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 | $6,672 | $58,275-88.6% | $81,844-91.8% | $80,935-91.8% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 10.59% | 41.82%-31.2pp | 778.87%-768.3pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,397 | $3,285-57.5% | $4,323-67.7% | $4,299-67.5% |
| Admin fee / account holder | $167 | $4,749-96.5% | $7,355-97.7% | $6,924-97.6% |