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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 | $60,607 | $124,425-51.3% | $112,040-45.9% | $137,256-55.8% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.5%-31.0pp | 80.0%-34.5pp |
| Annual return | 2.95% | 24.72%-21.8pp | 24.52%-21.6pp | 220.34%-217.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,183 | $5,718-61.8% | $5,098-57.2% | $6,407-65.9% |
| Admin fee / account holder | $15 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |