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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 | $30,534 | $111,878-72.7% | $93,727-67.4% | $145,897-79.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 3.83% | 204.28%-200.4pp | 133.83%-130.0pp | 552.29%-548.5pp |
| Employer contribution / active EE | $300 | $3,092-90.3% | $2,421-87.6% | $4,663-93.6% |
| Participant deferral / active EE | $2,300 | $4,920-53.3% | $4,417-47.9% | $6,689-65.6% |
| Admin fee / account holder | $11 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |