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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 | $127,759 | $150,447-15.1% | $136,298-6.3% | $147,586-13.4% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 9.98% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $886 | $5,256-83.1% | $4,696-81.1% | $4,876-81.8% |
| Participant deferral / active EE | $3,150 | $6,631-52.5% | $6,247-49.6% | $5,439-42.1% |
| Admin fee / account holder | $21 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |