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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 | $33,443 | $96,508-65.3% | $75,901-55.9% | $152,897-78.1% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.3%-31.8pp | 82.5%-45.0pp |
| Annual return | 11.22% | 33.99%-22.8pp | 30.76%-19.5pp | 345.43%-334.2pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,278 | $4,554-50.0% | $3,603-36.8% | $5,851-61.1% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |