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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 | $11,520 | $77,908-85.2% | $149,696-92.3% | $75,173-84.7% |
| Participation rate | 40.7% | 65.6%-24.8pp | 78.8%-38.0pp | 67.2%-26.5pp |
| Annual return | 12.24% | 31.73%-19.5pp | 134.46%-122.2pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,046 | $3,411-69.3% | $5,682-81.6% | $4,126-74.7% |
| Admin fee / account holder | $28 | $5,950-99.5% | $13,212-99.8% | $5,651-99.5% |