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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 | $50,610 | $54,162-6.6% | $68,612-26.2% | $64,173-21.1% |
| Participation rate | 35.3% | 68.1%-32.8pp | 72.2%-36.9pp | 69.6%-34.3pp |
| Annual return | -8.38% | -1.62%-6.8pp | -4.63%-3.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $100 | $1,846-94.6% | $2,625-96.2% | $2,381-95.8% |
| Participant deferral / active EE | $3,329 | $2,626+26.7% | $3,311+0.5% | $3,470-4.1% |
| Admin fee / account holder | $203 | $4,029-95.0% | $5,131-96.0% | $4,887-95.9% |