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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 | $65,365 | $183,592-64.4% | $155,574-58.0% | $145,877-55.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.04% | 61.37%-56.3pp | 64.87%-59.8pp | 551.28%-546.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,453 | $6,466-62.1% | $5,629-56.4% | $6,691-63.3% |
| Admin fee / account holder | $198 | $19,316-99.0% | $15,914-98.8% | $13,402-98.5% |