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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 | $87,227 | $116,175-24.9% | $93,609-6.8% | $152,870-42.9% |
| Participation rate | 45.0% | 78.0%-33.0pp | 75.8%-30.8pp | 82.4%-37.4pp |
| Annual return | 5.76% | 35.96%-30.2pp | 32.76%-27.0pp | 345.34%-339.6pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,393 | $4,603-48.0% | $4,069-41.2% | $5,850-59.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,889-100.0% | $11,597-100.0% |