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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 | $20,383 | $148,629-86.3% | $135,982-85.0% | $139,487-85.4% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 5.00% | 79.33%-74.3pp | 68.32%-63.3pp | 373.84%-368.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,909 | $8,102-51.8% | $7,760-49.6% | $6,713-41.8% |
| Admin fee / account holder | $29 | $12,406-99.8% | $10,767-99.7% | $11,407-99.7% |