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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 | $33,056 | $135,956-75.7% | $123,894-73.3% | $273,972-87.9% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 3.18% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $531 | $5,170-89.7% | $4,617-88.5% | $4,869-89.1% |
| Participant deferral / active EE | $3,600 | $6,343-43.2% | $5,984-39.8% | $5,287-31.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |