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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 | $6,982 | $75,541-90.8% | $152,093-95.4% | $82,637-91.6% |
| Participation rate | 61.5% | 66.5%-5.0pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 11.79% | 32.56%-20.8pp | 66.36%-54.6pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $999 | $3,206-68.9% | $5,451-81.7% | $4,126-75.8% |
| Admin fee / account holder | $60 | $6,405-99.1% | $14,497-99.6% | $7,339-99.2% |