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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 | $45,847 | $160,070-71.4% | $147,117-68.8% | $145,897-68.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 7.75% | 98.69%-90.9pp | 420.54%-412.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,728 | $8,419-43.8% | $8,065-41.4% | $6,689-29.3% |
| Admin fee / account holder | $202 | $15,035-98.7% | $12,993-98.4% | $13,390-98.5% |