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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 | $47,394 | $65,395-27.5% | $182,558-74.0% | $72,976-35.1% |
| Participation rate | 17.2% | 65.4%-48.2pp | 78.0%-60.7pp | 69.5%-52.2pp |
| Annual return | 17.13% | 27.68%-10.6pp | 148.59%-131.5pp | 81.02%-63.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,962 | $3,563-44.9% | $5,526-64.5% | $3,608-45.6% |
| Admin fee / account holder | $204 | $4,245-95.2% | $8,594-97.6% | $5,124-96.0% |