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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 | $219,578 | $167,504+31.1% | $151,628+44.8% | $134,509+63.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -27.73% | 7.81%-35.5pp | 3.34%-31.1pp | 418.13%-445.9pp |
| Employer contribution / active EE | $1,363 | $6,828-80.0% | $6,165-77.9% | $4,741-71.3% |
| Participant deferral / active EE | $10,966 | $8,985+22.1% | $8,363+31.1% | $6,400+71.3% |
| Admin fee / account holder | $54 | $13,779-99.6% | $11,613-99.5% | $11,427-99.5% |