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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 | $24,404 | $84,236-71.0% | $170,435-85.7% | $70,126-65.2% |
| Participation rate | 69.7% | 70.8%-1.1pp | 83.6%-13.9pp | 69.5%+0.2pp |
| Annual return | 11.71% | 23.06%-11.4pp | 205.94%-194.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,336 | $3,086-24.3% | $4,939-52.7% | $3,332-29.9% |
| Admin fee / account holder | $24 | $5,698-99.6% | $13,881-99.8% | $4,645-99.5% |