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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 | $88,996-33.4% | $78,004-24.1% | $138,895-57.4% |
| Participation rate | 29.4% | 74.4%-44.9pp | 69.4%-40.0pp | 79.9%-50.5pp |
| Annual return | 1.63% | 28.03%-26.4pp | 31.07%-29.4pp | 145.39%-143.8pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,730 | $4,724-63.4% | $4,092-57.7% | $6,396-72.9% |
| Admin fee / account holder | $24 | $8,807-99.7% | $7,578-99.7% | $12,562-99.8% |