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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 | $241,148 | $135,956+77.4% | $123,894+94.6% | $273,972-12.0% |
| Participation rate | 14.3% | 84.1%-69.8pp | 81.4%-67.1pp | 83.0%-68.7pp |
| Annual return | 2.71% | 56.63%-53.9pp | 47.52%-44.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $143 | $5,170-97.2% | $4,617-96.9% | $4,869-97.1% |
| Participant deferral / active EE | $3,429 | $6,343-45.9% | $5,984-42.7% | $5,287-35.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |