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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 | $32,886 | $67,602-51.4% | $82,312-60.0% | $70,126-53.1% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.9%-31.4pp | 69.5%-24.1pp |
| Annual return | 6.92% | 21.57%-14.6pp | 25.88%-19.0pp | 73.15%-66.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,014 | $2,987-32.6% | $3,706-45.7% | $3,332-39.5% |
| Admin fee / account holder | $225 | $4,512-95.0% | $5,608-96.0% | $4,645-95.2% |