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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 | $46,948 | $124,425-62.3% | $112,040-58.1% | $137,256-65.8% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 10.09% | 24.72%-14.6pp | 24.52%-14.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,066 | $5,718-46.4% | $5,098-39.8% | $6,407-52.1% |
| Admin fee / account holder | $237 | $15,207-98.4% | $12,098-98.0% | $12,270-98.1% |