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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 | $38,163 | $153,769-75.2% | $133,975-71.5% | $273,972-86.1% |
| Participation rate | 53.3% | 88.4%-35.0pp | 87.1%-33.7pp | 83.0%-29.7pp |
| Annual return | 1.70% | 36.51%-34.8pp | 29.29%-27.6pp | 41.46%-39.8pp |
| Employer contribution / active EE | $513 | $6,029-91.5% | $5,211-90.2% | $4,869-89.5% |
| Participant deferral / active EE | $2,493 | $6,958-64.2% | $6,282-60.3% | $5,287-52.9% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |