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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 | $136,887 | $157,296-13.0% | $141,191-3.0% | $152,897-10.5% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 2.80% | 64.34%-61.5pp | 71.41%-68.6pp | 345.43%-342.6pp |
| Employer contribution / active EE | $741 | $5,262-85.9% | $4,736-84.4% | $4,764-84.5% |
| Participant deferral / active EE | $3,429 | $7,111-51.8% | $6,710-48.9% | $5,851-41.4% |
| Admin fee / account holder | $33 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |