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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 | $126,363 | $111,814+13.0% | $103,374+22.2% | $145,959-13.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 7.64% | 24.77%-17.1pp | 24.89%-17.2pp | 561.95%-554.3pp |
| Employer contribution / active EE | $476 | $4,214-88.7% | $3,869-87.7% | $4,661-89.8% |
| Participant deferral / active EE | $10,367 | $5,618+84.5% | $5,058+105.0% | $6,689+55.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |