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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 | $21,990 | $111,830-80.3% | $93,696-76.5% | $145,884-84.9% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 5.40% | 204.08%-198.7pp | 133.74%-128.3pp | 551.85%-546.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,736 | $4,920-64.7% | $4,417-60.7% | $6,690-74.1% |
| Admin fee / account holder | $104 | $10,249-99.0% | $8,287-98.7% | $13,392-99.2% |