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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 | $26,049 | $47,944-45.7% | $67,834-61.6% | $62,881-58.6% |
| Participation rate | 33.3% | 61.1%-27.7pp | 68.8%-35.5pp | 69.3%-36.0pp |
| Annual return | 2.34% | 11.77%-9.4pp | 138.47%-136.1pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,044 | $2,247-53.5% | $3,160-67.0% | $3,203-67.4% |
| Admin fee / account holder | $258 | $3,712-93.0% | $4,622-94.4% | $4,296-94.0% |