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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 | $25,317 | $51,638-51.0% | $68,368-63.0% | $82,448-69.3% |
| Participation rate | 44.0% | 63.6%-19.6pp | 73.8%-29.8pp | 68.1%-24.1pp |
| Annual return | 9.29% | 37.53%-28.2pp | 292.57%-283.3pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,622 | $2,914-44.3% | $4,123-60.7% | $4,139-60.8% |
| Admin fee / account holder | $172 | $4,643-96.3% | $5,150-96.7% | $7,234-97.6% |