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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 | $62,299 | $181,896-65.8% | $156,551-60.2% | $273,972-77.3% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 0.43% | 30.74%-30.3pp | 32.23%-31.8pp | 41.46%-41.0pp |
| Employer contribution / active EE | $707 | $6,248-88.7% | $5,501-87.2% | $4,869-85.5% |
| Participant deferral / active EE | $2,998 | $5,550-46.0% | $4,871-38.5% | $5,287-43.3% |
| Admin fee / account holder | $139 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |