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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 | $24,311 | $176,688-86.2% | $130,660-81.4% | $152,897-84.1% |
| Participation rate | 63.2% | 79.0%-15.8pp | 71.7%-8.6pp | 82.5%-19.3pp |
| Annual return | 5.88% | 2693.08%-2687.2pp | 1709.29%-1703.4pp | 345.43%-339.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,506 | $4,362-42.5% | $3,603-30.4% | $5,851-57.2% |
| Admin fee / account holder | $250 | $7,131-96.5% | $5,463-95.4% | $11,599-97.8% |