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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 | $28,100 | $54,757-48.7% | $90,304-68.9% | $72,975-61.5% |
| Participation rate | 35.0% | 65.2%-30.2pp | 73.3%-38.3pp | 69.5%-34.5pp |
| Annual return | 3.92% | 30.63%-26.7pp | 78.13%-74.2pp | 81.01%-77.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $840 | $2,887-70.9% | $3,885-78.4% | $3,608-76.7% |
| Admin fee / account holder | $146 | $3,973-96.3% | $5,354-97.3% | $5,124-97.1% |