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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 | $31,930 | $98,776-67.7% | $149,745-78.7% | $79,856-60.0% |
| Participation rate | 48.6% | 75.8%-27.2pp | 82.5%-33.9pp | 69.6%-21.1pp |
| Annual return | 11.70% | 27.38%-15.7pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,508 | $5,681-55.9% | $6,843-63.3% | $3,741-32.9% |
| Admin fee / account holder | $277 | $6,053-95.4% | $9,312-97.0% | $5,306-94.8% |