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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 | $54,926 | $125,797-56.3% | $170,043-67.7% | $75,173-26.9% |
| Participation rate | 51.9% | 83.6%-31.7pp | 87.0%-35.2pp | 67.2%-15.4pp |
| Annual return | 13.19% | 27.20%-14.0pp | 53.40%-40.2pp | 160.72%-147.5pp |
| Employer contribution / active EE | $1,112 | $4,616-75.9% | $6,790-83.6% | $2,671-58.3% |
| Participant deferral / active EE | $4,325 | $6,838-36.8% | $10,410-58.5% | $4,126+4.8% |
| Admin fee / account holder | $271 | $8,177-96.7% | $12,824-97.9% | $5,651-95.2% |