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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 | $44,424 | $84,236-47.3% | $170,435-73.9% | $70,126-36.7% |
| Participation rate | 12.1% | 70.8%-58.7pp | 83.6%-71.5pp | 69.5%-57.4pp |
| Annual return | 10.92% | 23.06%-12.1pp | 205.94%-195.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $157 | $3,387-95.4% | $5,432-97.1% | $2,343-93.3% |
| Participant deferral / active EE | $1,131 | $3,086-63.4% | $4,939-77.1% | $3,332-66.1% |
| Admin fee / account holder | $152 | $5,698-97.3% | $13,881-98.9% | $4,645-96.7% |