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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 | $25,154 | $61,125-58.8% | $94,057-73.3% | $87,485-71.2% |
| Participation rate | 15.4% | 64.1%-48.7pp | 73.3%-58.0pp | 68.9%-53.5pp |
| Annual return | 11.98% | 35.20%-23.2pp | 480.62%-468.6pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $952 | $3,260-70.8% | $4,709-79.8% | $4,274-77.7% |
| Admin fee / account holder | $294 | $5,629-94.8% | $7,244-95.9% | $7,775-96.2% |