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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 | $45,850 | $84,713-45.9% | $75,717-39.4% | $167,518-72.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 4.31% | 199.49%-195.2pp | 104.58%-100.3pp | 478.71%-474.4pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,208 | $4,578-8.1% | $3,821+10.1% | $6,342-33.6% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |