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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 | $72,071-81.7% | $68,368-80.7% | $137,256-90.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 3.88% | 353.14%-349.3pp | 292.57%-288.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,172 | $4,410-50.8% | $4,123-47.3% | $6,407-66.1% |
| Admin fee / account holder | $126 | $5,336-97.6% | $5,150-97.6% | $12,270-99.0% |