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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 | $49,937 | $209,422-76.2% | $178,503-72.0% | $158,982-68.6% |
| Participation rate | 46.7% | 86.4%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 0.91% | 188.81%-187.9pp | 151.12%-150.2pp | 302.99%-302.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,631 | $5,955-55.8% | $5,202-49.4% | $5,983-56.0% |
| Admin fee / account holder | $28 | $17,079-99.8% | $13,987-99.8% | $11,252-99.8% |