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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 | $43,929 | $201,370-78.2% | $184,256-76.2% | $145,897-69.9% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.8pp |
| Annual return | 9.54% | 29.05%-19.5pp | 28.85%-19.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,236 | $7,024-82.4% | $6,427-80.8% | $4,663-73.5% |
| Participant deferral / active EE | $3,129 | $9,808-68.1% | $9,133-65.7% | $6,689-53.2% |
| Admin fee / account holder | $224 | $16,364-98.6% | $13,899-98.4% | $13,390-98.3% |