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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 | $31,020 | $160,040-80.6% | $147,096-78.9% | $145,877-78.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.56% | 98.49%-92.9pp | 419.75%-414.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $443 | $5,289-91.6% | $4,936-91.0% | $4,663-90.5% |
| Participant deferral / active EE | $4,157 | $8,429-50.7% | $8,071-48.5% | $6,691-37.9% |
| Admin fee / account holder | $74 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |