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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 | $68,905 | $56,894+21.1% | $84,753-18.7% | $62,881+9.6% |
| Participation rate | 48.5% | 68.5%-20.1pp | 76.6%-28.1pp | 69.3%-20.8pp |
| Annual return | -0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,639 | $2,709+34.3% | $3,712-2.0% | $3,203+13.6% |
| Admin fee / account holder | $132 | $3,581-96.3% | $5,333-97.5% | $4,296-96.9% |