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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 | $63,230 | $156,398-59.6% | $147,318-57.1% | $138,895-54.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 12.10% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $500 | $4,853-89.7% | $4,593-89.1% | $4,194-88.1% |
| Participant deferral / active EE | $7,833 | $8,237-4.9% | $7,906-0.9% | $6,396+22.5% |
| Admin fee / account holder | $155 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |