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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 | $61,516 | $109,872-44.0% | $98,483-37.5% | $167,536-63.3% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 8.53% | 1959.31%-1950.8pp | 1494.38%-1485.8pp | 478.82%-470.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $21,582 | $4,673+361.8% | $4,276+404.7% | $6,342+240.3% |
| Admin fee / account holder | $228 | $6,757-96.6% | $5,953-96.2% | $12,315-98.1% |