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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 | $30,796 | $29,319+5.0% | $52,425-41.3% | $82,448-62.6% |
| Participation rate | 13.3% | 46.9%-33.5pp | 55.6%-42.3pp | 68.1%-54.7pp |
| Annual return | 10.55% | 535.20%-524.7pp | 302.12%-291.6pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $288 | $1,171-75.4% | $1,790-83.9% | $4,139-93.0% |
| Admin fee / account holder | $197 | $1,962-90.0% | $2,495-92.1% | $7,234-97.3% |