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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 | $8,077 | $72,071-88.8% | $68,368-88.2% | $137,256-94.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 4.36% | 353.14%-348.8pp | 292.57%-288.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,147 | $4,410-74.0% | $4,123-72.2% | $6,407-82.1% |
| Admin fee / account holder | $76 | $5,336-98.6% | $5,150-98.5% | $12,270-99.4% |