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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 | $66,711 | $49,896+33.7% | $80,627-17.3% | $75,173-11.3% |
| Participation rate | 5.7% | 55.3%-49.6pp | 67.0%-61.3pp | 67.2%-61.5pp |
| Annual return | 7.92% | 34.67%-26.7pp | 936.76%-928.8pp | 160.72%-152.8pp |
| Employer contribution / active EE | $252 | $1,699-85.1% | $2,723-90.7% | $2,671-90.6% |
| Participant deferral / active EE | $1,714 | $2,992-42.7% | $4,443-61.4% | $4,126-58.5% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |