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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 | $66,437 | $73,978-10.2% | $96,515-31.2% | $75,173-11.6% |
| Participation rate | 43.3% | 66.4%-23.1pp | 74.3%-31.0pp | 67.2%-23.9pp |
| Annual return | 4.30% | 26.72%-22.4pp | 35.73%-31.4pp | 160.72%-156.4pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,345 | $3,660-35.9% | $4,880-51.9% | $4,126-43.2% |
| Admin fee / account holder | $184 | $5,219-96.5% | $6,735-97.3% | $5,651-96.7% |