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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 | $166,475 | $227,597-26.9% | $189,575-12.2% | $167,536-0.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 0.63% | 78.44%-77.8pp | 64.19%-63.6pp | 478.82%-478.2pp |
| Employer contribution / active EE | $250 | $5,316-95.3% | $4,412-94.3% | $4,839-94.8% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $32 | $11,877-99.7% | $9,806-99.7% | $12,315-99.7% |