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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 | $19,590 | $104,694-81.3% | $85,709-77.1% | $167,536-88.3% |
| Participation rate | 55.0% | 76.4%-21.4pp | 69.9%-14.9pp | 82.1%-27.1pp |
| Annual return | 7.09% | 21.45%-14.4pp | 21.49%-14.4pp | 478.82%-471.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,294 | $4,826-73.2% | $3,924-67.0% | $6,342-79.6% |
| Admin fee / account holder | $293 | $10,035-97.1% | $6,876-95.7% | $12,315-97.6% |