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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 | $13,201 | $102,595-87.1% | $94,057-86.0% | $154,746-91.5% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 3.88% | 583.42%-579.5pp | 480.62%-476.7pp | 172.34%-168.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,172 | $5,118-57.6% | $4,709-53.9% | $6,730-67.7% |
| Admin fee / account holder | $126 | $7,736-98.4% | $7,244-98.3% | $14,365-99.1% |