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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 | $15,500 | $180,749-91.4% | $160,784-90.4% | $137,256-88.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 3.65% | 2234.46%-2230.8pp | 1803.92%-1800.3pp | 220.34%-216.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,549 | $6,844-62.8% | $6,293-59.5% | $6,407-60.2% |
| Admin fee / account holder | $171 | $10,397-98.4% | $9,717-98.2% | $12,270-98.6% |