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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 | $11,248 | $109,872-89.8% | $98,483-88.6% | $167,536-93.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 7.38% | 1959.31%-1951.9pp | 1494.38%-1487.0pp | 478.82%-471.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,729 | $4,673-41.6% | $4,276-36.2% | $6,342-57.0% |
| Admin fee / account holder | $241 | $6,757-96.4% | $5,953-96.0% | $12,315-98.0% |