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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 | $113,481 | $144,124-21.3% | $117,857-3.7% | $147,585-23.1% |
| Participation rate | 21.1% | 83.4%-62.4pp | 79.7%-58.6pp | 82.8%-61.8pp |
| Annual return | 7.93% | 531.17%-523.2pp | 335.09%-327.2pp | 578.56%-570.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,450 | $5,316-53.9% | $4,482-45.3% | $5,439-54.9% |
| Admin fee / account holder | $32 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |