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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 | $110,337+14.5% | $102,383+23.4% | $145,877-13.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 7.64% | 24.83%-17.2pp | 24.94%-17.3pp | 551.28%-543.6pp |
| Employer contribution / active EE | $476 | $4,216-88.7% | $3,870-87.7% | $4,663-89.8% |
| Participant deferral / active EE | $10,367 | $5,621+84.4% | $5,060+104.9% | $6,691+55.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |