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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 | $79,692 | $149,040-46.5% | $120,225-33.7% | $137,256-41.9% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 9.01% | 605.68%-596.7pp | 439.23%-430.2pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,401 | $4,655+123.4% | $3,999+160.1% | $6,407+62.3% |
| Admin fee / account holder | $73 | $6,348-98.9% | $5,696-98.7% | $12,270-99.4% |