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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 | $54,818 | $77,449-29.2% | $69,483-21.1% | $152,909-64.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 74.6%-12.1pp | 82.5%-20.0pp |
| Annual return | 4.48% | 39.09%-34.6pp | 28.99%-24.5pp | 345.46%-341.0pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,900 | $4,415-11.7% | $3,537+10.3% | $5,851-33.3% |
| Admin fee / account holder | $19 | $6,210-99.7% | $3,841-99.5% | $11,601-99.8% |