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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 | $0 | $79,449-100.0% | $189,575-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 66.0%-66.0pp | 78.4%-78.4pp | 69.3%-69.3pp |
| Annual return | 8.80% | 18.45%-9.6pp | 64.19%-55.4pp | 318.61%-309.8pp |
| Employer contribution / active EE | $375 | $2,081-82.0% | $4,412-91.5% | $2,565-85.4% |
| Participant deferral / active EE | $2,066 | $4,051-49.0% | $6,174-66.5% | $3,952-47.7% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,806-100.0% | $6,261-100.0% |