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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 | $34,140 | $80,812-57.8% | $160,784-78.8% | $82,448-58.6% |
| Participation rate | 23.1% | 66.2%-43.2pp | 77.0%-53.9pp | 68.1%-45.0pp |
| Annual return | 10.83% | 100.59%-89.8pp | 1803.92%-1793.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,506 | $4,335-65.3% | $6,293-76.1% | $4,139-63.6% |
| Admin fee / account holder | $47 | $7,695-99.4% | $9,717-99.5% | $7,234-99.4% |