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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 | $8,406 | $88,702-90.5% | $81,780-89.7% | $145,978-94.2% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 6.52% | 1029.12%-1022.6pp | 776.27%-769.7pp | 550.52%-544.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,454 | $4,645-47.2% | $4,321-43.2% | $6,690-63.3% |
| Admin fee / account holder | $116 | $8,414-98.6% | $7,384-98.4% | $13,400-99.1% |