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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 | $5,541 | $88,815-93.8% | $81,882-93.2% | $145,897-96.2% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 7.06% | 1033.75%-1026.7pp | 779.47%-772.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $855 | $4,647-81.6% | $4,323-80.2% | $6,689-87.2% |
| Admin fee / account holder | $37 | $8,434-99.6% | $7,360-99.5% | $13,390-99.7% |