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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 | $29,386 | $148,623-80.2% | $135,974-78.4% | $139,466-78.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 10.73% | 79.30%-68.6pp | 68.30%-57.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,100 | $8,103-37.1% | $7,760-34.3% | $6,712-24.0% |
| Admin fee / account holder | $78 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |