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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 | $14,873 | $88,754-83.2% | $81,820-81.8% | $145,877-89.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.65% | 1031.77%-1027.1pp | 777.93%-773.3pp | 551.28%-546.6pp |
| Employer contribution / active EE | $302 | $3,085-90.2% | $2,915-89.6% | $4,663-93.5% |
| Participant deferral / active EE | $1,078 | $4,648-76.8% | $4,323-75.1% | $6,691-83.9% |
| Admin fee / account holder | $79 | $8,424-99.1% | $7,391-98.9% | $13,402-99.4% |