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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 | $0 | $115,814-100.0% | $101,275-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | -4.45% | 56.16%-60.6pp | 46.48%-50.9pp | 302.99%-307.4pp |
| Employer contribution / active EE | $391 | $4,176-90.6% | $3,660-89.3% | $4,763-91.8% |
| Participant deferral / active EE | $3,870 | $4,958-22.0% | $4,371-11.5% | $5,983-35.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |