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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 | $173,303 | $165,381+4.8% | $149,730+15.7% | $158,966+9.0% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 1.11% | 348.29%-347.2pp | 276.70%-275.6pp | 302.95%-301.8pp |
| Employer contribution / active EE | $805 | $5,104-84.2% | $4,645-82.7% | $4,762-83.1% |
| Participant deferral / active EE | $10,214 | $7,182+42.2% | $6,843+49.3% | $5,983+70.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |