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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 | $19,662 | $88,710-77.8% | $81,783-76.0% | $145,959-86.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.39% | 1027.26%-1019.9pp | 775.05%-767.7pp | 561.95%-554.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,826 | $4,645-39.2% | $4,320-34.6% | $6,689-57.7% |
| Admin fee / account holder | $182 | $8,407-97.8% | $7,380-97.5% | $13,398-98.6% |