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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 | $43,237 | $77,638-44.3% | $156,551-72.4% | $62,881-31.2% |
| Participation rate | 30.6% | 71.2%-40.6pp | 84.0%-53.5pp | 69.3%-38.7pp |
| Annual return | 1.37% | 50.33%-49.0pp | 32.23%-30.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $249 | $3,444-92.8% | $5,501-95.5% | $2,281-89.1% |
| Participant deferral / active EE | $961 | $3,046-68.4% | $4,871-80.3% | $3,203-70.0% |
| Admin fee / account holder | $48 | $5,561-99.1% | $13,028-99.6% | $4,296-98.9% |