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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 | $61,125-58.6% | $94,057-73.1% | $87,485-71.1% |
| Participation rate | 44.0% | 64.1%-20.1pp | 73.3%-29.3pp | 68.9%-24.9pp |
| Annual return | 9.29% | 35.20%-25.9pp | 480.62%-471.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,622 | $3,260-50.3% | $4,709-65.6% | $4,274-62.1% |
| Admin fee / account holder | $172 | $5,629-96.9% | $7,244-97.6% | $7,775-97.8% |