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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 | $20,286 | $96,678-79.0% | $86,640-76.6% | $139,466-85.5% |
| Participation rate | 29.4% | 74.4%-45.0pp | 71.7%-42.3pp | 80.3%-50.9pp |
| Annual return | 2.92% | 106.69%-103.8pp | 592.52%-589.6pp | 373.66%-370.7pp |
| Employer contribution / active EE | $265 | $3,265-91.9% | $3,024-91.2% | $4,754-94.4% |
| Participant deferral / active EE | $1,229 | $4,837-74.6% | $4,438-72.3% | $6,712-81.7% |
| Admin fee / account holder | $292 | $6,410-95.4% | $5,616-94.8% | $11,409-97.4% |