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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 | $42,859 | $104,664-59.1% | $85,693-50.0% | $167,518-74.4% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 6.40% | 21.45%-15.0pp | 21.49%-15.1pp | 478.71%-472.3pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,198 | $4,824-33.7% | $3,923-18.5% | $6,342-49.6% |
| Admin fee / account holder | $30 | $10,032-99.7% | $6,874-99.6% | $12,312-99.8% |