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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 | $12,269 | $88,778-86.2% | $81,844-85.0% | $145,884-91.6% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 8.91% | 1033.03%-1024.1pp | 778.87%-770.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,575 | $4,648-66.1% | $4,323-63.6% | $6,690-76.5% |
| Admin fee / account holder | $114 | $8,430-98.6% | $7,355-98.4% | $13,392-99.1% |