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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 | $56,403 | $35,183+60.3% | $73,545-23.3% | $70,124-19.6% |
| Participation rate | 14.3% | 42.9%-28.6pp | 54.9%-40.6pp | 69.5%-55.3pp |
| Annual return | 10.21% | 26.90%-16.7pp | -15.16%+25.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $683 | $1,220-44.0% | $1,806-62.2% | $3,332-79.5% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |