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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 | $27,567 | $156,927-82.4% | $121,169-77.2% | $139,456-80.2% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 8.00% | 1475.85%-1467.8pp | 986.71%-978.7pp | 373.45%-365.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,809 | $4,848-0.8% | $4,083+17.8% | $6,711-28.3% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |