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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 | $21,800 | $48,078-54.7% | $78,676-72.3% | $62,881-65.3% |
| Participation rate | 51.9% | 65.2%-13.4pp | 73.6%-21.7pp | 69.3%-17.5pp |
| Annual return | 3.71% | 31.36%-27.7pp | 62.19%-58.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $953 | $2,587-63.2% | $3,517-72.9% | $3,203-70.3% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |