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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 | $25,603 | $85,060-69.9% | $70,548-63.7% | $139,456-81.6% |
| Participation rate | 53.8% | 73.9%-20.1pp | 68.3%-14.5pp | 80.3%-26.5pp |
| Annual return | 9.97% | 30.38%-20.4pp | 32.78%-22.8pp | 373.45%-363.5pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,587 | $5,890-39.1% | $4,567-21.4% | $6,711-46.5% |
| Admin fee / account holder | $299 | $8,925-96.7% | $6,424-95.4% | $11,407-97.4% |