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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 | $16,567 | $76,407-78.3% | $150,298-89.0% | $82,448-79.9% |
| Participation rate | 10.7% | 66.4%-55.7pp | 77.8%-67.0pp | 68.1%-57.4pp |
| Annual return | 6.55% | 39.99%-33.4pp | 62.79%-56.2pp | 41.64%-35.1pp |
| Employer contribution / active EE | $269 | $2,614-89.7% | $4,154-93.5% | $2,551-89.5% |
| Participant deferral / active EE | $937 | $3,214-70.9% | $5,453-82.8% | $4,139-77.4% |
| Admin fee / account holder | $68 | $6,352-98.9% | $14,116-99.5% | $7,234-99.1% |