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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 | $14,498 | $172,111-91.6% | $150,298-90.4% | $137,256-89.4% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 11.24% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $174 | $4,636-96.2% | $4,154-95.8% | $4,156-95.8% |
| Participant deferral / active EE | $2,000 | $6,166-67.6% | $5,453-63.3% | $6,407-68.8% |
| Admin fee / account holder | $140 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |