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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 | $30,171 | $85,171-64.6% | $172,753-82.5% | $72,976-58.7% |
| Participation rate | 65.6% | 70.1%-4.4pp | 82.6%-17.0pp | 69.5%-3.9pp |
| Annual return | 15.37% | 27.32%-12.0pp | 803.00%-787.6pp | 81.02%-65.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,085 | $3,260-66.7% | $5,198-79.1% | $3,608-69.9% |
| Admin fee / account holder | $72 | $5,880-98.8% | $13,956-99.5% | $5,124-98.6% |