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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 | $24,353 | $99,031-75.4% | $86,597-71.9% | $147,585-83.5% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 8.21% | 1312.56%-1304.4pp | 964.96%-956.8pp | 578.57%-570.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,624 | $3,972+66.8% | $3,609+83.6% | $5,439+21.8% |
| Admin fee / account holder | $103 | $5,711-98.2% | $4,906-97.9% | $10,885-99.1% |