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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 | $70,131 | $49,025+43.1% | $87,502-19.9% | $62,881+11.5% |
| Participation rate | 16.7% | 64.9%-48.2pp | 73.8%-57.2pp | 69.3%-52.6pp |
| Annual return | 1.14% | 10.02%-8.9pp | 12.21%-11.1pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,509 | $2,289-34.1% | $3,149-52.1% | $3,203-52.9% |
| Admin fee / account holder | $267 | $4,065-93.4% | $4,221-93.7% | $4,296-93.8% |