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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 | $44,535 | $45,087-1.2% | $69,483-35.9% | $72,976-39.0% |
| Participation rate | 27.4% | 68.5%-41.1pp | 74.6%-47.2pp | 69.5%-42.1pp |
| Annual return | 1.42% | 22.67%-21.2pp | 28.99%-27.6pp | 81.02%-79.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $791 | $2,603-69.6% | $3,537-77.6% | $3,608-78.1% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |