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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 | $37,828 | $76,407-50.5% | $150,298-74.8% | $82,448-54.1% |
| Participation rate | 38.7% | 66.4%-27.7pp | 77.8%-39.1pp | 68.1%-29.4pp |
| Annual return | 11.46% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,407 | $3,214-56.2% | $5,453-74.2% | $4,139-66.0% |
| Admin fee / account holder | $232 | $6,352-96.3% | $14,116-98.4% | $7,234-96.8% |