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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 | $18,745 | $72,071-74.0% | $68,368-72.6% | $137,256-86.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 3.51% | 353.14%-349.6pp | 292.57%-289.1pp | 220.34%-216.8pp |
| Employer contribution / active EE | $310 | $2,788-88.9% | $2,649-88.3% | $4,156-92.5% |
| Participant deferral / active EE | $1,365 | $4,410-69.0% | $4,123-66.9% | $6,407-78.7% |
| Admin fee / account holder | $119 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |