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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 | $77,814-51.4% | $158,223-76.1% | $86,983-56.5% |
| Participation rate | 38.7% | 68.4%-29.7pp | 79.2%-40.5pp | 69.5%-30.8pp |
| Annual return | 11.46% | 30.54%-19.1pp | 52.09%-40.6pp | 25.83%-14.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,407 | $3,270-57.0% | $5,467-74.3% | $4,194-66.5% |
| Admin fee / account holder | $232 | $5,879-96.0% | $16,047-98.6% | $7,856-97.0% |