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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 | $29,399 | $47,479-38.1% | $62,929-53.3% | $82,448-64.3% |
| Participation rate | 28.0% | 66.9%-38.9pp | 73.1%-45.1pp | 68.1%-40.1pp |
| Annual return | 11.02% | 20.34%-9.3pp | 1063.93%-1052.9pp | 41.64%-30.6pp |
| Employer contribution / active EE | $270 | $1,885-85.7% | $2,505-89.2% | $2,551-89.4% |
| Participant deferral / active EE | $1,769 | $2,870-38.4% | $3,888-54.5% | $4,139-57.3% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |