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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 | $39,035 | $202,342-80.7% | $172,753-77.4% | $152,909-74.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 5.34% | 1029.88%-1024.5pp | 803.00%-797.7pp | 345.46%-340.1pp |
| Employer contribution / active EE | $1,234 | $5,857-78.9% | $5,144-76.0% | $4,764-74.1% |
| Participant deferral / active EE | $4,950 | $5,948-16.8% | $5,198-4.8% | $5,851-15.4% |
| Admin fee / account holder | $267 | $17,112-98.4% | $13,956-98.1% | $11,601-97.7% |