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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 | $65,427 | $153,769-57.5% | $133,975-51.2% | $273,972-76.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 1.99% | 36.51%-34.5pp | 29.29%-27.3pp | 41.46%-39.5pp |
| Employer contribution / active EE | $555 | $6,029-90.8% | $5,211-89.3% | $4,869-88.6% |
| Participant deferral / active EE | $2,580 | $6,958-62.9% | $6,282-58.9% | $5,287-51.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |