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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 | $3,767 | $72,071-94.8% | $68,368-94.5% | $137,256-97.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 6.71% | 353.14%-346.4pp | 292.57%-285.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,402 | $4,410-68.2% | $4,123-66.0% | $6,407-78.1% |
| Admin fee / account holder | $43 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |