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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 | $41,958 | $183,592-77.1% | $155,574-73.0% | $145,877-71.2% |
| Participation rate | 31.8% | 82.7%-50.9pp | 78.2%-46.4pp | 80.3%-48.5pp |
| Annual return | 5.38% | 61.37%-56.0pp | 64.87%-59.5pp | 551.28%-545.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,350 | $6,466-63.7% | $5,629-58.3% | $6,691-64.9% |
| Admin fee / account holder | $59 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |