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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 | $60,855 | $76,551-20.5% | $123,894-50.9% | $62,881-3.2% |
| Participation rate | 63.0% | 73.0%-10.0pp | 81.4%-18.4pp | 69.3%-6.3pp |
| Annual return | 3.79% | 18.68%-14.9pp | 47.52%-43.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,518 | $4,840-27.3% | $5,984-41.2% | $3,203+9.8% |
| Admin fee / account holder | $12 | $4,826-99.8% | $8,357-99.9% | $4,296-99.7% |