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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 | $33,714 | $84,236-60.0% | $170,435-80.2% | $70,126-51.9% |
| Participation rate | 42.3% | 70.8%-28.6pp | 83.6%-41.3pp | 69.5%-27.3pp |
| Annual return | 10.22% | 23.06%-12.8pp | 205.94%-195.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,565 | $3,086-49.3% | $4,939-68.3% | $3,332-53.0% |
| Admin fee / account holder | $273 | $5,698-95.2% | $13,881-98.0% | $4,645-94.1% |