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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 | $25,349 | $39,132-35.2% | $57,196-55.7% | $62,881-59.7% |
| Participation rate | 51.9% | 70.5%-18.6pp | 75.3%-23.5pp | 69.3%-17.5pp |
| Annual return | 0.62% | 9.24%-8.6pp | 14.59%-14.0pp | 20.14%-19.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,871 | $2,374-21.2% | $3,096-39.6% | $3,203-41.6% |
| Admin fee / account holder | $216 | $2,594-91.7% | $3,141-93.1% | $4,296-95.0% |