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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 | $49,263 | $77,638-36.5% | $156,551-68.5% | $62,881-21.7% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | -0.63% | 50.33%-51.0pp | 32.23%-32.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $249 | $3,444-92.8% | $5,501-95.5% | $2,281-89.1% |
| Participant deferral / active EE | $866 | $3,046-71.5% | $4,871-82.2% | $3,203-72.9% |
| Admin fee / account holder | $1 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |