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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 | $169,769 | $93,055+82.4% | $153,741+10.4% | $80,959+109.7% |
| Participation rate | 7.4% | 69.0%-61.6pp | 77.1%-69.7pp | 67.7%-60.3pp |
| Annual return | 6.17% | 19.97%-13.8pp | 15.71%-9.5pp | 35.67%-29.5pp |
| Employer contribution / active EE | $176 | $3,504-95.0% | $5,042-96.5% | $2,757-93.6% |
| Participant deferral / active EE | $1,955 | $5,172-62.2% | $6,757-71.1% | $4,300-54.5% |
| Admin fee / account holder | $0 | $8,881-100.0% | $12,749-100.0% | $6,925-100.0% |