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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 | $71,543 | $72,269-1.0% | $101,271-29.4% | $79,852-10.4% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | -8.18% | 22.29%-30.5pp | 46.48%-54.7pp | 31.72%-39.9pp |
| Employer contribution / active EE | $560 | $2,692-79.2% | $3,660-84.7% | $2,471-77.4% |
| Participant deferral / active EE | $2,238 | $3,282-31.8% | $4,371-48.8% | $3,740-40.2% |
| Admin fee / account holder | $109 | $4,401-97.5% | $5,948-98.2% | $5,306-97.9% |