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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 | $34,140 | $90,400-62.2% | $186,193-81.7% | $87,485-61.0% |
| Participation rate | 23.1% | 66.2%-43.1pp | 77.1%-54.0pp | 68.9%-45.9pp |
| Annual return | 10.83% | 22.15%-11.3pp | 78.03%-67.2pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,506 | $4,330-65.2% | $6,513-76.9% | $4,274-64.8% |
| Admin fee / account holder | $47 | $8,673-99.5% | $11,058-99.6% | $7,775-99.4% |