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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 | $8,525 | $96,678-91.2% | $86,640-90.2% | $139,466-93.9% |
| Participation rate | 31.6% | 74.4%-42.8pp | 71.7%-40.1pp | 80.3%-48.8pp |
| Annual return | 10.09% | 106.69%-96.6pp | 592.52%-582.4pp | 373.66%-363.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,261 | $4,837-73.9% | $4,438-71.6% | $6,712-81.2% |
| Admin fee / account holder | $94 | $6,410-98.5% | $5,616-98.3% | $11,409-99.2% |