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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 | $52,880 | $70,366-24.8% | $66,674-20.7% | $138,895-61.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.90% | 386.41%-374.5pp | 321.24%-309.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,610 | $4,374+5.4% | $4,084+12.9% | $6,396-27.9% |
| Admin fee / account holder | $40 | $5,262-99.2% | $5,098-99.2% | $12,562-99.7% |