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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 | $89,710 | $144,130-37.8% | $117,861-23.9% | $147,586-39.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 7.36% | 531.20%-523.8pp | 335.11%-327.7pp | 578.59%-571.2pp |
| Employer contribution / active EE | $742 | $4,897-84.9% | $3,786-80.4% | $4,876-84.8% |
| Participant deferral / active EE | $1,667 | $5,316-68.6% | $4,482-62.8% | $5,439-69.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |