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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 | $63,025 | $124,425-49.3% | $112,040-43.7% | $137,256-54.1% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 6.06% | 24.72%-18.7pp | 24.52%-18.5pp | 220.34%-214.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,111 | $5,718-45.6% | $5,098-39.0% | $6,407-51.4% |
| Admin fee / account holder | $141 | $15,207-99.1% | $12,098-98.8% | $12,270-98.9% |