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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 | $34,203 | $106,247-67.8% | $96,515-64.6% | $139,466-75.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 0.60% | 38.47%-37.9pp | 35.73%-35.1pp | 373.66%-373.1pp |
| Employer contribution / active EE | $505 | $4,106-87.7% | $3,740-86.5% | $4,754-89.4% |
| Participant deferral / active EE | $2,889 | $5,456-47.0% | $4,880-40.8% | $6,712-57.0% |
| Admin fee / account holder | $138 | $7,885-98.2% | $6,735-97.9% | $11,409-98.8% |