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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 | $30,215 | $127,387-76.3% | $115,038-73.7% | $125,389-75.9% |
| Participation rate | 16.7% | 84.2%-67.5pp | 81.4%-64.7pp | 83.2%-66.5pp |
| Annual return | -6.91% | 31.28%-38.2pp | 26.14%-33.0pp | 282.24%-289.1pp |
| Employer contribution / active EE | $760 | $5,166-85.3% | $4,608-83.5% | $4,866-84.4% |
| Participant deferral / active EE | $3,000 | $6,423-53.3% | $6,026-50.2% | $5,352-43.9% |
| Admin fee / account holder | $243 | $9,516-97.4% | $8,175-97.0% | $9,541-97.5% |