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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 | $11,965 | $58,275-79.5% | $81,844-85.4% | $80,935-85.2% |
| Participation rate | 21.4% | 63.5%-42.0pp | 72.4%-51.0pp | 67.7%-46.2pp |
| Annual return | 4.97% | 41.82%-36.8pp | 778.87%-773.9pp | 35.66%-30.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,247 | $3,285-62.0% | $4,323-71.2% | $4,299-71.0% |
| Admin fee / account holder | $17 | $4,749-99.6% | $7,355-99.8% | $6,924-99.8% |