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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 | $0 | $156,897-100.0% | $121,147-100.0% | $139,427-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 6.88% | 1475.10%-1468.2pp | 986.30%-979.4pp | 373.27%-366.4pp |
| Employer contribution / active EE | $0 | $5,539-100.0% | $4,166-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $4,061 | $4,846-16.2% | $4,081-0.5% | $6,711-39.5% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |