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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 | $29,373 | $51,606-43.1% | $129,339-77.3% | $80,911-63.7% |
| Participation rate | 6.3% | 57.0%-50.7pp | 69.6%-63.4pp | 67.6%-61.4pp |
| Annual return | 10.83% | 20.76%-9.9pp | 9437.05%-9426.2pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,256 | $2,669-53.0% | $4,170-69.9% | $4,297-70.8% |
| Admin fee / account holder | $249 | $4,310-94.2% | $7,668-96.8% | $6,935-96.4% |