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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 | $85,723 | $155,840-45.0% | $124,694-31.3% | $167,553-48.8% |
| Participation rate | 33.3% | 81.1%-47.8pp | 74.6%-41.3pp | 82.1%-48.8pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.82%-5144.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $745 | $4,165-82.1% | $3,325-77.6% | $4,840-84.6% |
| Participant deferral / active EE | $8,667 | $5,675+52.7% | $4,615+87.8% | $6,343+36.6% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |