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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 | $23,383 | $127,387-81.6% | $115,038-79.7% | $125,389-81.4% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -5.32% | 31.28%-36.6pp | 26.14%-31.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $635 | $5,166-87.7% | $4,608-86.2% | $4,866-87.0% |
| Participant deferral / active EE | $3,543 | $6,423-44.8% | $6,026-41.2% | $5,352-33.8% |
| Admin fee / account holder | $149 | $9,516-98.4% | $8,175-98.2% | $9,541-98.4% |