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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 | $14,869 | $84,236-82.3% | $170,435-91.3% | $70,126-78.8% |
| Participation rate | 52.5% | 70.8%-18.4pp | 83.6%-31.1pp | 69.5%-17.1pp |
| Annual return | 11.27% | 23.06%-11.8pp | 205.94%-194.7pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,187 | $3,086-61.5% | $4,939-76.0% | $3,332-64.4% |
| Admin fee / account holder | $60 | $5,698-98.9% | $13,881-99.6% | $4,645-98.7% |