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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 | $19,631 | $110,410-82.2% | $102,437-80.8% | $145,897-86.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.07% | 24.85%-16.8pp | 24.95%-16.9pp | 552.29%-544.2pp |
| Employer contribution / active EE | $629 | $4,217-85.1% | $3,871-83.7% | $4,663-86.5% |
| Participant deferral / active EE | $1,798 | $5,622-68.0% | $5,060-64.5% | $6,689-73.1% |
| Admin fee / account holder | $121 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |