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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 | $28,917 | $110,248-73.8% | $95,728-69.8% | $139,456-79.3% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 4.35% | 27.16%-22.8pp | 28.40%-24.0pp | 373.45%-369.1pp |
| Employer contribution / active EE | $183 | $3,258-94.4% | $2,835-93.5% | $4,753-96.1% |
| Participant deferral / active EE | $733 | $4,675-84.3% | $4,245-82.7% | $6,711-89.1% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |