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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 | $97,458 | $87,733+11.1% | $106,551-8.5% | $85,856+13.5% |
| Participation rate | 69.4% | 71.9%-2.6pp | 76.1%-6.8pp | 69.3%0pp |
| Annual return | 9.18% | 21.86%-12.7pp | 26.80%-17.6pp | 318.58%-309.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,781 | $3,469-48.7% | $4,398-59.5% | $3,952-54.9% |
| Admin fee / account holder | $78 | $6,767-98.8% | $7,408-98.9% | $6,261-98.8% |