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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 | $164,443 | $148,623+10.6% | $135,974+20.9% | $139,466+17.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9.93% | 79.30%-69.4pp | 68.30%-58.4pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,800 | $8,103-16.1% | $7,760-12.4% | $6,712+1.3% |
| Admin fee / account holder | $122 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |