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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 | $42,269 | $57,305-26.2% | $86,640-51.2% | $75,173-43.8% |
| Participation rate | 52.0% | 63.2%-11.2pp | 71.7%-19.7pp | 67.2%-15.2pp |
| Annual return | 12.19% | 2674.24%-2662.0pp | 592.52%-580.3pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,768 | $3,320-46.7% | $4,438-60.2% | $4,126-57.1% |
| Admin fee / account holder | $191 | $4,116-95.4% | $5,616-96.6% | $5,651-96.6% |