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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 | $42,960 | $65,367-34.3% | $92,915-53.8% | $72,976-41.1% |
| Participation rate | 26.4% | 68.3%-41.9pp | 76.0%-49.6pp | 69.5%-43.1pp |
| Annual return | 2.30% | 42.11%-39.8pp | 109.45%-107.1pp | 81.02%-78.7pp |
| Employer contribution / active EE | $573 | $2,594-77.9% | $3,653-84.3% | $2,440-76.5% |
| Participant deferral / active EE | $1,323 | $3,128-57.7% | $4,238-68.8% | $3,608-63.3% |
| Admin fee / account holder | $1 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |