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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 | $37,219 | $80,812-53.9% | $160,784-76.9% | $82,448-54.9% |
| Participation rate | 62.9% | 66.2%-3.4pp | 77.0%-14.1pp | 68.1%-5.2pp |
| Annual return | 8.11% | 100.59%-92.5pp | 1803.92%-1795.8pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,154 | $4,335-50.3% | $6,293-65.8% | $4,139-48.0% |
| Admin fee / account holder | $0 | $7,695-100.0% | $9,717-100.0% | $7,234-100.0% |