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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 | $26,719 | $91,167-70.7% | $178,498-85.0% | $79,858-66.5% |
| Participation rate | 54.4% | 69.2%-14.8pp | 81.9%-27.5pp | 69.6%-15.2pp |
| Annual return | 7.88% | 24.19%-16.3pp | 151.09%-143.2pp | 31.72%-23.8pp |
| Employer contribution / active EE | $153 | $3,255-95.3% | $5,011-97.0% | $2,471-93.8% |
| Participant deferral / active EE | $1,528 | $3,236-52.8% | $5,202-70.6% | $3,740-59.1% |
| Admin fee / account holder | $181 | $6,747-97.3% | $13,985-98.7% | $5,306-96.6% |