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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 | $245,963 | $84,236+192.0% | $170,435+44.3% | $70,126+250.7% |
| Participation rate | 18.5% | 70.8%-52.3pp | 83.6%-65.1pp | 69.5%-51.0pp |
| Annual return | 3.08% | 23.06%-20.0pp | 205.94%-202.9pp | 73.15%-70.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,896 | $3,086-38.5% | $4,939-61.6% | $3,332-43.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |