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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 | $72,071-91.6% | $68,368-91.2% | $137,256-95.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 10.01% | 353.14%-343.1pp | 292.57%-282.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,088 | $4,410-75.3% | $4,123-73.6% | $6,407-83.0% |
| Admin fee / account holder | $96 | $5,336-98.2% | $5,150-98.1% | $12,270-99.2% |