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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 | $54,432 | $85,171-36.1% | $172,753-68.5% | $72,976-25.4% |
| Participation rate | 37.9% | 70.1%-32.1pp | 82.6%-44.7pp | 69.5%-31.6pp |
| Annual return | 12.70% | 27.32%-14.6pp | 803.00%-790.3pp | 81.02%-68.3pp |
| Employer contribution / active EE | $266 | $3,324-92.0% | $5,144-94.8% | $2,440-89.1% |
| Participant deferral / active EE | $1,096 | $3,260-66.4% | $5,198-78.9% | $3,608-69.6% |
| Admin fee / account holder | $119 | $5,880-98.0% | $13,956-99.1% | $5,124-97.7% |