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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 | $16,567 | $75,541-78.1% | $152,093-89.1% | $82,637-80.0% |
| Participation rate | 10.7% | 66.5%-55.8pp | 77.8%-67.1pp | 68.1%-57.3pp |
| Annual return | 6.55% | 32.56%-26.0pp | 66.36%-59.8pp | 53.51%-47.0pp |
| Employer contribution / active EE | $269 | $2,622-89.8% | $4,175-93.6% | $2,552-89.5% |
| Participant deferral / active EE | $937 | $3,206-70.8% | $5,451-82.8% | $4,126-77.3% |
| Admin fee / account holder | $68 | $6,405-98.9% | $14,497-99.5% | $7,339-99.1% |