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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 | $78,880 | $52,353+50.7% | $120,225-34.4% | $82,448-4.3% |
| Participation rate | 22.5% | 58.3%-35.8pp | 69.6%-47.1pp | 68.1%-45.6pp |
| Annual return | 9.79% | 61.85%-52.1pp | 439.23%-429.4pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,158 | $2,627-55.9% | $3,999-71.0% | $4,139-72.0% |
| Admin fee / account holder | $12 | $4,363-99.7% | $5,696-99.8% | $7,234-99.8% |