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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 | $21,735 | $83,337-73.9% | $67,834-68.0% | $273,972-92.1% |
| Participation rate | 31.3% | 76.4%-45.2pp | 68.8%-37.5pp | 83.0%-51.8pp |
| Annual return | 1.62% | 259.45%-257.8pp | 138.47%-136.9pp | 41.46%-39.8pp |
| Employer contribution / active EE | $280 | $3,287-91.5% | $2,403-88.4% | $4,869-94.3% |
| Participant deferral / active EE | $1,922 | $4,088-53.0% | $3,160-39.2% | $5,287-63.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |