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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 | $58,141 | $73,988-21.4% | $96,538-39.8% | $75,177-22.7% |
| Participation rate | 69.4% | 66.4%+3.0pp | 74.3%-5.0pp | 67.2%+2.2pp |
| Annual return | 4.30% | 26.73%-22.4pp | 35.74%-31.4pp | 160.75%-156.5pp |
| Employer contribution / active EE | $479 | $2,930-83.7% | $3,740-87.2% | $2,671-82.1% |
| Participant deferral / active EE | $2,320 | $3,660-36.6% | $4,880-52.5% | $4,126-43.8% |
| Admin fee / account holder | $103 | $5,220-98.0% | $6,737-98.5% | $5,651-98.2% |