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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 | $52,218 | $35,183+48.4% | $73,550-29.0% | $70,126-25.5% |
| Participation rate | 45.5% | 42.9%+2.5pp | 54.9%-9.5pp | 69.5%-24.1pp |
| Annual return | 12.37% | 26.90%-14.5pp | -15.16%+27.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,030 | $1,220+66.4% | $1,804+12.5% | $3,332-39.1% |
| Admin fee / account holder | $133 | $2,302-94.2% | $2,320-94.3% | $4,645-97.1% |