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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 | $81,895 | $150,447-45.6% | $136,298-39.9% | $147,586-44.5% |
| Participation rate | 22.2% | 84.4%-62.2pp | 81.9%-59.7pp | 82.8%-60.6pp |
| Annual return | 0.28% | 1049.15%-1048.9pp | 5156.27%-5156.0pp | 578.59%-578.3pp |
| Employer contribution / active EE | $556 | $5,256-89.4% | $4,696-88.2% | $4,876-88.6% |
| Participant deferral / active EE | $4,000 | $6,631-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |