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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 | $38,471 | $165,381-76.7% | $149,730-74.3% | $158,966-75.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.06% | 348.29%-340.2pp | 276.70%-268.6pp | 302.95%-294.9pp |
| Employer contribution / active EE | $792 | $5,104-84.5% | $4,645-83.0% | $4,762-83.4% |
| Participant deferral / active EE | $4,373 | $7,182-39.1% | $6,843-36.1% | $5,983-26.9% |
| Admin fee / account holder | $5 | $10,809-100.0% | $9,310-99.9% | $11,250-100.0% |