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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 | $7,871 | $100,203-92.1% | $85,240-90.8% | $145,897-94.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.28% | 84.28%-78.0pp | 66.75%-60.5pp | 552.29%-546.0pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,319 | $5,299-75.1% | $4,527-70.9% | $6,689-80.3% |
| Admin fee / account holder | $59 | $7,265-99.2% | $6,165-99.1% | $13,390-99.6% |