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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 | $15,248 | $88,815-82.8% | $81,882-81.4% | $145,897-89.5% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 4.30% | 1033.75%-1029.4pp | 779.47%-775.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,600 | $4,647-1.0% | $4,323+6.4% | $6,689-31.2% |
| Admin fee / account holder | $43 | $8,434-99.5% | $7,360-99.4% | $13,390-99.7% |