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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 | $18,159 | $97,765-81.4% | $103,486-82.5% | $145,884-87.6% |
| Participation rate | 35.7% | 81.1%-45.4pp | 80.5%-44.8pp | 80.3%-44.6pp |
| Annual return | 6.00% | 25.44%-19.4pp | 23.93%-17.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,857 | $6,606-71.9% | $6,628-72.0% | $6,690-72.2% |
| Admin fee / account holder | $134 | $12,505-98.9% | $9,354-98.6% | $13,392-99.0% |