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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 | $47,505 | $202,342-76.5% | $172,753-72.5% | $152,909-68.9% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 6.00% | 1029.88%-1023.9pp | 803.00%-797.0pp | 345.46%-339.5pp |
| Employer contribution / active EE | $1,081 | $5,857-81.5% | $5,144-79.0% | $4,764-77.3% |
| Participant deferral / active EE | $3,743 | $5,948-37.1% | $5,198-28.0% | $5,851-36.0% |
| Admin fee / account holder | $182 | $17,112-98.9% | $13,956-98.7% | $11,601-98.4% |