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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 | $11,906 | $56,134-78.8% | $96,171-87.6% | $85,847-86.1% |
| Participation rate | 29.2% | 56.7%-27.5pp | 68.4%-39.3pp | 69.3%-40.2pp |
| Annual return | 10.99% | 42.30%-31.3pp | 192.04%-181.1pp | 318.61%-307.6pp |
| Employer contribution / active EE | $39 | $1,620-97.6% | $2,799-98.6% | $2,565-98.5% |
| Participant deferral / active EE | $947 | $2,858-66.9% | $4,350-78.2% | $3,952-76.0% |
| Admin fee / account holder | $168 | $3,769-95.5% | $5,538-97.0% | $6,261-97.3% |