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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 | $17,317 | $59,804-71.0% | $81,982-78.9% | $79,856-78.3% |
| Participation rate | 35.7% | 61.6%-25.9pp | 69.3%-33.5pp | 69.6%-33.9pp |
| Annual return | 5.53% | 17.56%-12.0pp | 41.31%-35.8pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,005 | $2,695-62.7% | $3,722-73.0% | $3,741-73.1% |
| Admin fee / account holder | $48 | $4,288-98.9% | $5,665-99.2% | $5,306-99.1% |