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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 | $27,881 | $70,366-60.4% | $66,674-58.2% | $138,895-79.9% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 4.24% | 386.41%-382.2pp | 321.24%-317.0pp | 145.39%-141.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $969 | $4,374-77.8% | $4,084-76.3% | $6,396-84.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |