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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 | $26,576 | $154,228-82.8% | $145,433-81.7% | $137,256-80.6% |
| Participation rate | 35.3% | 83.8%-48.5pp | 82.1%-46.8pp | 80.0%-44.7pp |
| Annual return | 10.00% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $620 | $4,804-87.1% | $4,554-86.4% | $4,156-85.1% |
| Participant deferral / active EE | $2,663 | $8,216-67.6% | $7,897-66.3% | $6,407-58.4% |
| Admin fee / account holder | $204 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |