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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 | $19,279 | $49,976-61.4% | $66,674-71.1% | $82,637-76.7% |
| Participation rate | 33.3% | 63.1%-29.8pp | 73.7%-40.3pp | 68.1%-34.7pp |
| Annual return | 9.90% | 39.09%-29.2pp | 321.24%-311.3pp | 53.51%-43.6pp |
| Employer contribution / active EE | $184 | $1,988-90.7% | $2,620-93.0% | $2,552-92.8% |
| Participant deferral / active EE | $1,318 | $2,847-53.7% | $4,084-67.7% | $4,126-68.1% |
| Admin fee / account holder | $204 | $4,594-95.6% | $5,098-96.0% | $7,339-97.2% |