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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 | $162,357 | $226,135-28.2% | $182,558-11.1% | $152,909+6.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 2.83% | 192.60%-189.8pp | 148.59%-145.8pp | 345.46%-342.6pp |
| Employer contribution / active EE | $250 | $4,979-95.0% | $4,076-93.9% | $4,764-94.8% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24 | $10,707-99.8% | $8,594-99.7% | $11,601-99.8% |