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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 | $0 | $169,336-100.0% | $129,384-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 3.59% | 14408.70%-14405.1pp | 9461.77%-9458.2pp | 551.85%-548.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,333 | $4,985+207.6% | $4,166+268.1% | $6,690+129.2% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |