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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 | $59,237 | $107,733-45.0% | $92,985-36.3% | $154,746-61.7% |
| Participation rate | 29.4% | 74.6%-45.1pp | 69.5%-40.1pp | 80.7%-51.3pp |
| Annual return | 1.63% | 30.39%-28.8pp | 27.99%-26.4pp | 172.34%-170.7pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,730 | $5,053-65.8% | $4,377-60.5% | $6,730-74.3% |
| Admin fee / account holder | $24 | $11,369-99.8% | $9,463-99.7% | $14,365-99.8% |