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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 | $33,769 | $63,346-46.7% | $92,240-63.4% | $70,126-51.8% |
| Participation rate | 29.6% | 68.7%-39.0pp | 76.5%-46.9pp | 69.5%-39.9pp |
| Annual return | 5.68% | 530.19%-524.5pp | 176.29%-170.6pp | 73.15%-67.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,676 | $2,854-6.2% | $3,897-31.3% | $3,332-19.7% |
| Admin fee / account holder | $269 | $3,841-93.0% | $5,194-94.8% | $4,645-94.2% |