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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 | $32,139 | $49,976-35.7% | $66,674-51.8% | $82,637-61.1% |
| Participation rate | 17.1% | 63.1%-46.0pp | 73.7%-56.6pp | 68.1%-51.0pp |
| Annual return | 9.62% | 39.09%-29.5pp | 321.24%-311.6pp | 53.51%-43.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,221 | $2,847-22.0% | $4,084-45.6% | $4,126-46.2% |
| Admin fee / account holder | $213 | $4,594-95.4% | $5,098-95.8% | $7,339-97.1% |