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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 | $23,789 | $61,125-61.1% | $94,057-74.7% | $87,485-72.8% |
| Participation rate | 65.4% | 64.1%+1.3pp | 73.3%-8.0pp | 68.9%-3.5pp |
| Annual return | 11.37% | 35.20%-23.8pp | 480.62%-469.3pp | 26.06%-14.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,291 | $3,260-60.4% | $4,709-72.6% | $4,274-69.8% |
| Admin fee / account holder | $125 | $5,629-97.8% | $7,244-98.3% | $7,775-98.4% |