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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 | $31,559 | $174,379-81.9% | $152,093-79.3% | $138,895-77.3% |
| Participation rate | 56.5% | 81.6%-25.1pp | 77.8%-21.2pp | 79.9%-23.4pp |
| Annual return | 9.83% | 74.86%-65.0pp | 66.36%-56.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $639 | $4,652-86.3% | $4,175-84.7% | $4,194-84.8% |
| Participant deferral / active EE | $1,806 | $6,159-70.7% | $5,451-66.9% | $6,396-71.8% |
| Admin fee / account holder | $188 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |