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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 | $7,108 | $72,071-90.1% | $68,368-89.6% | $137,256-94.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 7.10% | 353.14%-346.0pp | 292.57%-285.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,817 | $4,410-58.8% | $4,123-55.9% | $6,407-71.6% |
| Admin fee / account holder | $62 | $5,336-98.8% | $5,150-98.8% | $12,270-99.5% |