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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 | $23,741 | $47,848-50.4% | $81,473-70.9% | $70,126-66.1% |
| Participation rate | 17.6% | 58.3%-40.6pp | 68.0%-50.3pp | 69.5%-51.9pp |
| Annual return | 4.11% | 27.25%-23.1pp | 38.78%-34.7pp | 73.15%-69.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $734 | $2,453-70.1% | $3,537-79.2% | $3,332-78.0% |
| Admin fee / account holder | $286 | $3,145-90.9% | $4,561-93.7% | $4,645-93.9% |