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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 | $70,366-80.3% | $66,674-79.2% | $138,895-90.0% |
| Participation rate | 61.5% | 76.2%-14.6pp | 73.7%-12.1pp | 79.9%-18.4pp |
| Annual return | 7.35% | 386.41%-379.1pp | 321.24%-313.9pp | 145.39%-138.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,507 | $4,374+25.9% | $4,084+34.8% | $6,396-13.9% |
| Admin fee / account holder | $160 | $5,262-97.0% | $5,098-96.9% | $12,562-98.7% |