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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 | $30,587 | $103,385-70.4% | $87,104-64.9% | $152,870-80.0% |
| Participation rate | 22.2% | 79.3%-57.1pp | 76.9%-54.6pp | 82.4%-60.2pp |
| Annual return | 4.85% | 28.10%-23.3pp | 28.19%-23.3pp | 345.34%-340.5pp |
| Employer contribution / active EE | $573 | $3,220-82.2% | $2,521-77.3% | $4,763-88.0% |
| Participant deferral / active EE | $3,018 | $4,778-36.8% | $4,049-25.5% | $5,850-48.4% |
| Admin fee / account holder | $0 | $12,192-100.0% | $7,490-100.0% | $11,597-100.0% |