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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 | $67,681 | $72,492-6.6% | $87,104-22.3% | $72,975-7.3% |
| Participation rate | 34.6% | 72.8%-38.2pp | 76.9%-42.3pp | 69.5%-34.9pp |
| Annual return | 8.82% | 24.46%-15.6pp | 28.19%-19.4pp | 81.01%-72.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,158 | $3,270-34.0% | $4,048-46.7% | $3,608-40.2% |
| Admin fee / account holder | $9 | $5,055-99.8% | $7,491-99.9% | $5,124-99.8% |