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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 | $14,674 | $96,678-84.8% | $86,640-83.1% | $139,466-89.5% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.9pp | 80.3%-37.5pp |
| Annual return | 7.48% | 106.69%-99.2pp | 592.52%-585.0pp | 373.66%-366.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $937 | $4,837-80.6% | $4,438-78.9% | $6,712-86.0% |
| Admin fee / account holder | $160 | $6,410-97.5% | $5,616-97.2% | $11,409-98.6% |