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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 | $64,720 | $81,632-20.7% | $70,455-8.1% | $158,931-59.3% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 4.31% | 208.48%-204.2pp | 109.06%-104.8pp | 302.86%-298.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,386 | $4,554+18.3% | $3,709+45.2% | $5,982-10.0% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,247-99.8% |