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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 | $35,877 | $29,733+20.7% | $56,025-36.0% | $80,959-55.7% |
| Participation rate | 13.1% | 41.7%-28.6pp | 52.5%-39.4pp | 67.7%-54.6pp |
| Annual return | 6.91% | 35.28%-28.4pp | 1712.69%-1705.8pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $254 | $1,229-79.3% | $1,955-87.0% | $4,300-94.1% |
| Admin fee / account holder | $120 | $2,434-95.1% | $2,828-95.8% | $6,925-98.3% |