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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 | $40,761 | $46,534-12.4% | $64,097-36.4% | $75,177-45.8% |
| Participation rate | 20.5% | 65.9%-45.4pp | 72.3%-51.8pp | 67.2%-46.7pp |
| Annual return | 7.96% | 26.07%-18.1pp | 33.75%-25.8pp | 160.75%-152.8pp |
| Employer contribution / active EE | $91 | $1,976-95.4% | $2,750-96.7% | $2,671-96.6% |
| Participant deferral / active EE | $952 | $2,835-66.4% | $3,881-75.5% | $4,126-76.9% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |