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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 | $54,713 | $45,041+21.5% | $63,003-13.2% | $70,131-22.0% |
| Participation rate | 52.8% | 69.5%-16.7pp | 74.8%-22.0pp | 69.5%-16.8pp |
| Annual return | 10.52% | 18.76%-8.2pp | 87.59%-77.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,265 | $2,465+32.4% | $3,329-1.9% | $3,332-2.0% |
| Admin fee / account holder | $91 | $2,836-96.8% | $3,600-97.5% | $4,645-98.0% |