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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 | $44,581 | $202,342-78.0% | $172,752-74.2% | $152,897-70.8% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 6.28% | 1029.83%-1023.6pp | 802.97%-796.7pp | 345.43%-339.2pp |
| Employer contribution / active EE | $646 | $5,858-89.0% | $5,144-87.4% | $4,764-86.4% |
| Participant deferral / active EE | $3,545 | $5,948-40.4% | $5,198-31.8% | $5,851-39.4% |
| Admin fee / account holder | $6 | $17,111-100.0% | $13,955-100.0% | $11,599-99.9% |