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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 | $52,296 | $181,896-71.2% | $156,551-66.6% | $273,972-80.9% |
| Participation rate | 68.2% | 88.4%-20.2pp | 84.0%-15.8pp | 83.0%-14.8pp |
| Annual return | 1.08% | 30.74%-29.7pp | 32.23%-31.1pp | 41.46%-40.4pp |
| Employer contribution / active EE | $795 | $6,248-87.3% | $5,501-85.6% | $4,869-83.7% |
| Participant deferral / active EE | $4,444 | $5,550-19.9% | $4,871-8.8% | $5,287-16.0% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |