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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 | $51,638-37.8% | $68,368-53.0% | $82,448-61.0% |
| Participation rate | 17.1% | 63.6%-46.5pp | 73.8%-56.7pp | 68.1%-51.0pp |
| Annual return | 9.62% | 37.53%-27.9pp | 292.57%-283.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,221 | $2,914-23.8% | $4,123-46.1% | $4,139-46.3% |
| Admin fee / account holder | $213 | $4,643-95.4% | $5,150-95.9% | $7,234-97.1% |