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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 | $43,602 | $88,710-50.8% | $81,783-46.7% | $145,959-70.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 7.09% | 1027.26%-1020.2pp | 775.05%-768.0pp | 561.95%-554.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,010 | $4,645-35.2% | $4,320-30.3% | $6,689-55.0% |
| Admin fee / account holder | $235 | $8,407-97.2% | $7,380-96.8% | $13,398-98.2% |