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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 | $13,882 | $102,595-86.5% | $94,057-85.2% | $154,746-91.0% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 80.7%-19.2pp |
| Annual return | 7.35% | 583.42%-576.1pp | 480.62%-473.3pp | 172.34%-165.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,507 | $5,118+7.6% | $4,709+16.9% | $6,730-18.2% |
| Admin fee / account holder | $160 | $7,736-97.9% | $7,244-97.8% | $14,365-98.9% |