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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 | $17,303 | $88,778-80.5% | $81,844-78.9% | $145,884-88.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.34% | 1033.03%-1026.7pp | 778.87%-772.5pp | 551.85%-545.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,540 | $4,648+83.7% | $4,323+97.5% | $6,690+27.7% |
| Admin fee / account holder | $46 | $8,430-99.5% | $7,355-99.4% | $13,392-99.7% |