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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 | $16,951 | $81,358-79.2% | $155,556-89.1% | $80,959-79.1% |
| Participation rate | 68.8% | 66.3%+2.5pp | 78.2%-9.5pp | 67.7%+1.1pp |
| Annual return | 9.03% | 33.39%-24.4pp | 64.84%-55.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,346 | $3,455-32.1% | $5,631-58.3% | $4,300-45.4% |
| Admin fee / account holder | $229 | $7,994-97.1% | $15,885-98.6% | $6,925-96.7% |