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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 | $55,760 | $84,236-33.8% | $170,435-67.3% | $70,126-20.5% |
| Participation rate | 32.0% | 70.8%-38.8pp | 83.6%-51.6pp | 69.5%-37.5pp |
| Annual return | 8.84% | 23.06%-14.2pp | 205.94%-197.1pp | 73.15%-64.3pp |
| Employer contribution / active EE | $278 | $3,387-91.8% | $5,432-94.9% | $2,343-88.1% |
| Participant deferral / active EE | $998 | $3,086-67.7% | $4,939-79.8% | $3,332-70.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |