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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 | $5,348 | $72,071-92.6% | $68,368-92.2% | $137,256-96.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 11.98% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $762 | $4,410-82.7% | $4,123-81.5% | $6,407-88.1% |
| Admin fee / account holder | $30 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |