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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 | $58,425 | $69,977-16.5% | $108,582-46.2% | $62,881-7.1% |
| Participation rate | 65.2% | 72.9%-7.7pp | 79.6%-14.4pp | 69.3%-4.1pp |
| Annual return | 4.63% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,315 | $3,165-26.9% | $4,311-46.3% | $3,203-27.7% |
| Admin fee / account holder | $291 | $5,076-94.3% | $7,645-96.2% | $4,296-93.2% |