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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 | $11,033 | $100,938-89.1% | $90,461-87.8% | $158,982-93.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 0.65% | 1727.20%-1726.6pp | 1294.76%-1294.1pp | 302.99%-302.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,324 | $4,350-46.6% | $3,964-41.4% | $5,983-61.2% |
| Admin fee / account holder | $30 | $6,510-99.5% | $5,617-99.5% | $11,252-99.7% |