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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 | $57,804 | $70,366-17.9% | $66,674-13.3% | $138,895-58.4% |
| Participation rate | 6.3% | 76.2%-69.9pp | 73.7%-67.4pp | 79.9%-73.7pp |
| Annual return | 12.89% | 386.41%-373.5pp | 321.24%-308.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,226 | $4,374-72.0% | $4,084-70.0% | $6,396-80.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |