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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 | $42,434 | $176,786-76.0% | $146,643-71.1% | $167,536-74.7% |
| Participation rate | 15.4% | 83.6%-68.2pp | 80.1%-64.7pp | 82.1%-66.7pp |
| Annual return | 6.62% | 24.04%-17.4pp | 22.75%-16.1pp | 478.82%-472.2pp |
| Employer contribution / active EE | $164 | $5,161-96.8% | $4,137-96.0% | $4,839-96.6% |
| Participant deferral / active EE | $3,000 | $6,440-53.4% | $5,506-45.5% | $6,342-52.7% |
| Admin fee / account holder | $91 | $13,262-99.3% | $10,280-99.1% | $12,315-99.3% |