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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 | $5,308 | $72,071-92.6% | $68,368-92.2% | $137,256-96.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 5.87% | 353.14%-347.3pp | 292.57%-286.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,120 | $4,410-74.6% | $4,123-72.8% | $6,407-82.5% |
| Admin fee / account holder | $37 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |