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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 | $94,060 | $110,240-14.7% | $96,544-2.6% | $139,487-32.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.7pp | 80.3%-47.0pp |
| Annual return | 5.84% | 26.41%-20.6pp | 25.88%-20.0pp | 373.84%-368.0pp |
| Employer contribution / active EE | $537 | $3,622-85.2% | $2,966-81.9% | $4,755-88.7% |
| Participant deferral / active EE | $3,286 | $5,549-40.8% | $4,851-32.3% | $6,713-51.0% |
| Admin fee / account holder | $100 | $11,602-99.1% | $8,254-98.8% | $11,407-99.1% |