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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 | $51,638-43.1% | $129,406-77.3% | $80,959-63.7% |
| Participation rate | 6.3% | 56.9%-50.7pp | 69.6%-63.4pp | 67.7%-61.4pp |
| Annual return | 10.83% | 20.78%-10.0pp | 9468.18%-9457.4pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,256 | $2,670-53.0% | $4,167-69.9% | $4,300-70.8% |
| Admin fee / account holder | $249 | $4,313-94.2% | $7,689-96.8% | $6,925-96.4% |