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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 | $33,280 | $108,882-69.4% | $96,754-65.6% | $154,746-78.5% |
| Participation rate | 14.3% | 75.1%-60.8pp | 70.3%-56.0pp | 80.7%-66.4pp |
| Annual return | 8.78% | 98.39%-89.6pp | 82.04%-73.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,701 | $5,323-68.0% | $4,758-64.2% | $6,730-74.7% |
| Admin fee / account holder | $238 | $10,200-97.7% | $8,905-97.3% | $14,365-98.3% |