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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 | $48,205 | $107,353-55.1% | $92,903-48.1% | $152,885-68.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 10.96% | 145.62%-134.7pp | 109.43%-98.5pp | 345.39%-334.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,446 | $4,848-70.2% | $4,238-65.9% | $5,851-75.3% |
| Admin fee / account holder | $263 | $7,081-96.3% | $5,795-95.5% | $11,598-97.7% |