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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 | $32,032 | $90,489-64.6% | $76,051-57.9% | $145,978-78.1% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 5.13% | 622.78%-617.7pp | 360.42%-355.3pp | 550.52%-545.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,196 | $5,164-76.8% | $4,257-71.9% | $6,690-82.1% |
| Admin fee / account holder | $30 | $8,374-99.6% | $6,416-99.5% | $13,400-99.8% |