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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 | $56,299 | $107,353-47.6% | $92,903-39.4% | $152,885-63.2% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | 7.26% | 145.62%-138.4pp | 109.43%-102.2pp | 345.39%-338.1pp |
| Employer contribution / active EE | $328 | $4,222-92.2% | $3,653-91.0% | $4,763-93.1% |
| Participant deferral / active EE | $1,625 | $4,848-66.5% | $4,238-61.6% | $5,851-72.2% |
| Admin fee / account holder | $209 | $7,081-97.0% | $5,795-96.4% | $11,598-98.2% |