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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 | $20,885 | $106,003-80.3% | $92,236-77.4% | $147,585-85.8% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 5.81% | 50.05%-44.2pp | 176.29%-170.5pp | 578.57%-572.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,125 | $4,478-30.2% | $3,897-19.8% | $5,439-42.5% |
| Admin fee / account holder | $191 | $6,333-97.0% | $5,194-96.3% | $10,885-98.2% |