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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 | $81,696-20.8% | $70,494-8.2% | $158,982-59.3% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 4.31% | 208.70%-204.4pp | 109.16%-104.8pp | 302.99%-298.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,386 | $4,558+18.2% | $3,711+45.1% | $5,983-10.0% |
| Admin fee / account holder | $20 | $6,200-99.7% | $3,848-99.5% | $11,252-99.8% |