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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 | $53,888 | $175,257-69.3% | $149,717-64.0% | $139,456-61.4% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 7.44% | 166.70%-159.3pp | 134.41%-127.0pp | 373.45%-366.0pp |
| Employer contribution / active EE | $800 | $5,477-85.4% | $4,820-83.4% | $4,753-83.2% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,711+11.8% |
| Admin fee / account holder | -$964 | $16,156-106.0% | $13,213-107.3% | $11,407-108.4% |