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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 | $31,772 | $159,978-80.1% | $147,041-78.4% | $145,978-78.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 4.47% | 98.36%-93.9pp | 419.21%-414.7pp | 550.52%-546.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,942 | $8,429+6.1% | $8,071+10.8% | $6,690+33.7% |
| Admin fee / account holder | $115 | $15,053-99.2% | $13,006-99.1% | $13,400-99.1% |