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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 | $67,155 | $51,631+30.1% | $129,397-48.1% | $80,925-17.0% |
| Participation rate | 23.1% | 56.9%-33.9pp | 69.6%-46.5pp | 67.7%-44.6pp |
| Annual return | 7.65% | 20.77%-13.1pp | 9453.98%-9446.3pp | 35.65%-28.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,728 | $2,670-35.3% | $4,167-58.5% | $4,299-59.8% |
| Admin fee / account holder | $10 | $4,309-99.8% | $7,679-99.9% | $6,940-99.9% |