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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 | $25,308 | $88,778-71.5% | $81,844-69.1% | $145,884-82.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.42% | 1033.03%-1023.6pp | 778.87%-769.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,478 | $4,648-46.7% | $4,323-42.7% | $6,690-63.0% |
| Admin fee / account holder | $127 | $8,430-98.5% | $7,355-98.3% | $13,392-99.0% |