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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 | $75,382 | $99,652-24.4% | $78,778-4.3% | $147,585-48.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 0.84% | 47.28%-46.4pp | 35.62%-34.8pp | 578.58%-577.7pp |
| Employer contribution / active EE | $288 | $2,796-89.7% | $1,986-85.5% | $4,876-94.1% |
| Participant deferral / active EE | $4,800 | $3,664+31.0% | $2,958+62.3% | $5,439-11.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |