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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 | $64,920-63.4% | $103,693-77.1% | $86,983-72.7% |
| Participation rate | 65.4% | 63.6%+1.8pp | 72.6%-7.3pp | 69.5%-4.2pp |
| Annual return | 11.37% | 30.29%-18.9pp | 47.61%-36.2pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,291 | $3,241-60.2% | $4,579-71.8% | $4,194-69.2% |
| Admin fee / account holder | $125 | $6,191-98.0% | $7,858-98.4% | $7,856-98.4% |