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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 | $99,956 | $86,940+15.0% | $102,434-2.4% | $80,935+23.5% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.3pp | 67.7%-11.4pp |
| Annual return | 8.00% | 18.89%-10.9pp | 29.46%-21.5pp | 35.66%-27.7pp |
| Employer contribution / active EE | $393 | $2,370-83.4% | $3,023-87.0% | $2,757-85.7% |
| Participant deferral / active EE | $1,861 | $4,121-54.8% | $5,055-63.2% | $4,299-56.7% |
| Admin fee / account holder | $20 | $8,047-99.8% | $9,462-99.8% | $6,924-99.7% |