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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 | $24,086 | $83,337-71.1% | $67,834-64.5% | $273,972-91.2% |
| Participation rate | 28.6% | 76.4%-47.9pp | 68.8%-40.2pp | 83.0%-54.4pp |
| Annual return | 1.53% | 259.45%-257.9pp | 138.47%-136.9pp | 41.46%-39.9pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,660 | $4,088-59.4% | $3,160-47.5% | $5,287-68.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |