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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 | $48,193 | $85,171-43.4% | $172,753-72.1% | $72,976-34.0% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 15.54% | 27.32%-11.8pp | 803.00%-787.5pp | 81.02%-65.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,080 | $3,260-36.2% | $5,198-60.0% | $3,608-42.3% |
| Admin fee / account holder | $258 | $5,880-95.6% | $13,956-98.1% | $5,124-95.0% |