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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 | $13,635 | $77,638-82.4% | $156,551-91.3% | $62,881-78.3% |
| Participation rate | 38.1% | 71.2%-33.1pp | 84.0%-45.9pp | 69.3%-31.2pp |
| Annual return | 0.64% | 50.33%-49.7pp | 32.23%-31.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $267 | $3,444-92.2% | $5,501-95.1% | $2,281-88.3% |
| Participant deferral / active EE | $993 | $3,046-67.4% | $4,871-79.6% | $3,203-69.0% |
| Admin fee / account holder | $193 | $5,561-96.5% | $13,028-98.5% | $4,296-95.5% |