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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 | $6,019 | $70,366-91.4% | $66,674-91.0% | $138,895-95.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 10.01% | 386.41%-376.4pp | 321.24%-311.2pp | 145.39%-135.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,088 | $4,374-75.1% | $4,084-73.4% | $6,396-83.0% |
| Admin fee / account holder | $96 | $5,262-98.2% | $5,098-98.1% | $12,562-99.2% |