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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 | $89,314 | $47,848+86.7% | $81,473+9.6% | $70,126+27.4% |
| Participation rate | 7.7% | 58.3%-50.6pp | 68.0%-60.3pp | 69.5%-61.8pp |
| Annual return | 7.95% | 27.25%-19.3pp | 38.78%-30.8pp | 73.15%-65.2pp |
| Employer contribution / active EE | $213 | $1,527-86.1% | $2,568-91.7% | $2,343-90.9% |
| Participant deferral / active EE | $1,141 | $2,453-53.5% | $3,537-67.7% | $3,332-65.8% |
| Admin fee / account holder | $165 | $3,145-94.8% | $4,561-96.4% | $4,645-96.4% |