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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 | $27,053 | $49,249-45.1% | $70,476-61.6% | $79,852-66.1% |
| Participation rate | 56.3% | 69.2%-12.9pp | 75.1%-18.8pp | 69.6%-13.4pp |
| Annual return | 1.91% | 30.09%-28.2pp | 109.12%-107.2pp | 31.72%-29.8pp |
| Employer contribution / active EE | $319 | $2,100-84.8% | $2,738-88.4% | $2,471-87.1% |
| Participant deferral / active EE | $1,800 | $2,769-35.0% | $3,710-51.5% | $3,740-51.9% |
| Admin fee / account holder | $8 | $2,878-99.7% | $3,847-99.8% | $5,306-99.9% |