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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 | $74,980 | $129,737-42.2% | $119,126-37.1% | $154,746-51.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 9.12% | 379.08%-370.0pp | 282.11%-273.0pp | 172.34%-163.2pp |
| Employer contribution / active EE | $808 | $4,375-81.5% | $4,034-80.0% | $4,379-81.5% |
| Participant deferral / active EE | $3,232 | $5,842-44.7% | $5,318-39.2% | $6,730-52.0% |
| Admin fee / account holder | $34 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |