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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 | $58,145 | $41,377+40.5% | $109,313-46.8% | $62,881-7.5% |
| Participation rate | 16.1% | 57.5%-41.4pp | 71.3%-55.1pp | 69.3%-53.2pp |
| Annual return | 4.25% | 11.05%-6.8pp | 22.07%-17.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,047 | $2,045-48.8% | $3,166-66.9% | $3,203-67.3% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |