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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 | $119,493 | $212,386-43.7% | $199,883-40.2% | $138,895-14.0% |
| Participation rate | 56.3% | 87.4%-31.1pp | 86.8%-30.5pp | 79.9%-23.7pp |
| Annual return | 10.45% | 47.75%-37.3pp | 43.81%-33.4pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,276 | $9,617+6.8% | $9,138+12.4% | $6,396+60.7% |
| Admin fee / account holder | $4 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |