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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 | $32,128 | $47,848-32.9% | $81,473-60.6% | $70,126-54.2% |
| Participation rate | 65.4% | 58.3%+7.1pp | 68.0%-2.6pp | 69.5%-4.2pp |
| Annual return | 10.83% | 27.25%-16.4pp | 38.78%-28.0pp | 73.15%-62.3pp |
| Employer contribution / active EE | $173 | $1,527-88.7% | $2,568-93.3% | $2,343-92.6% |
| Participant deferral / active EE | $1,510 | $2,453-38.5% | $3,537-57.3% | $3,332-54.7% |
| Admin fee / account holder | $172 | $3,145-94.5% | $4,561-96.2% | $4,645-96.3% |