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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 | $14,893 | $53,841-72.3% | $75,731-80.3% | $85,851-82.7% |
| Participation rate | 46.0% | 69.0%-23.0pp | 74.8%-28.8pp | 69.3%-23.3pp |
| Annual return | 3.95% | 24.54%-20.6pp | 104.65%-100.7pp | 318.63%-314.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $997 | $2,895-65.6% | $3,820-73.9% | $3,952-74.8% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |