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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 | $57,495 | $183,627-68.7% | $155,602-63.0% | $145,978-60.6% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.5pp | 80.3%-36.5pp |
| Annual return | 6.70% | 61.32%-54.6pp | 64.81%-58.1pp | 550.52%-543.8pp |
| Employer contribution / active EE | $665 | $5,316-87.5% | $4,675-85.8% | $4,662-85.7% |
| Participant deferral / active EE | $4,919 | $6,466-23.9% | $5,629-12.6% | $6,690-26.5% |
| Admin fee / account holder | $161 | $19,327-99.2% | $15,923-99.0% | $13,400-98.8% |