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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 | $62,976 | $183,592-65.7% | $155,574-59.5% | $145,877-56.8% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 6.56% | 61.37%-54.8pp | 64.87%-58.3pp | 551.28%-544.7pp |
| Employer contribution / active EE | $454 | $5,317-91.5% | $4,676-90.3% | $4,663-90.3% |
| Participant deferral / active EE | $2,421 | $6,466-62.6% | $5,629-57.0% | $6,691-63.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |