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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 | $25,213 | $99,652-74.7% | $78,778-68.0% | $147,586-82.9% |
| Participation rate | 13.3% | 76.2%-62.9pp | 69.2%-55.9pp | 82.8%-69.5pp |
| Annual return | 0.92% | 47.28%-46.4pp | 35.62%-34.7pp | 578.59%-577.7pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,278 | $3,664-65.1% | $2,958-56.8% | $5,439-76.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |