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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 | $103,368 | $171,867-39.9% | $149,721-31.0% | $147,586-30.0% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 3.21% | 2113.36%-2110.2pp | 1501.67%-1498.5pp | 578.59%-575.4pp |
| Employer contribution / active EE | $1,277 | $6,275-79.7% | $5,444-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $5,757 | $7,270-20.8% | $6,568-12.4% | $5,439+5.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |