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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 | $75,364 | $100,901-25.3% | $75,501-0.2% | $147,586-48.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.4%-22.4pp | 82.8%-32.8pp |
| Annual return | 2.17% | 35.78%-33.6pp | 27.35%-25.2pp | 578.59%-576.4pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,450 | $4,027-14.3% | $3,142+9.8% | $5,439-36.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |