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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 | $88,702-82.8% | $81,780-81.4% | $145,978-89.6% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 4.30% | 1029.12%-1024.8pp | 776.27%-772.0pp | 550.52%-546.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,600 | $4,645-1.0% | $4,321+6.5% | $6,690-31.2% |
| Admin fee / account holder | $43 | $8,414-99.5% | $7,384-99.4% | $13,400-99.7% |