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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 | $3,495 | $88,815-96.1% | $81,882-95.7% | $145,897-97.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 7.38% | 1033.75%-1026.4pp | 779.47%-772.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,105 | $4,647-76.2% | $4,323-74.4% | $6,689-83.5% |
| Admin fee / account holder | $28 | $8,434-99.7% | $7,360-99.6% | $13,390-99.8% |