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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 | $68,008 | $41,377+64.4% | $109,313-37.8% | $62,881+8.2% |
| Participation rate | 17.2% | 57.5%-40.3pp | 71.3%-54.0pp | 69.3%-52.1pp |
| Annual return | 2.48% | 11.05%-8.6pp | 22.07%-19.6pp | 20.14%-17.7pp |
| Employer contribution / active EE | $171 | $1,276-86.6% | $3,892-95.6% | $2,281-92.5% |
| Participant deferral / active EE | $1,347 | $2,045-34.1% | $3,166-57.5% | $3,203-57.9% |
| Admin fee / account holder | $281 | $2,884-90.2% | $5,666-95.0% | $4,296-93.4% |