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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 | $29,716+20.7% | $56,077-36.0% | $80,925-55.7% |
| Participation rate | 13.1% | 41.7%-28.6pp | 52.5%-39.4pp | 67.7%-54.5pp |
| Annual return | 6.91% | 35.30%-28.4pp | 1709.28%-1702.4pp | 35.65%-28.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $254 | $1,228-79.3% | $1,954-87.0% | $4,299-94.1% |
| Admin fee / account holder | $120 | $2,432-95.1% | $2,825-95.8% | $6,940-98.3% |