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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 | $246,859 | $201,344+22.6% | $184,243+34.0% | $145,877+69.2% |
| Participation rate | 63.2% | 87.5%-24.3pp | 86.8%-23.7pp | 80.3%-17.1pp |
| Annual return | 5.42% | 29.01%-23.6pp | 28.82%-23.4pp | 551.28%-545.9pp |
| Employer contribution / active EE | $1,306 | $7,022-81.4% | $6,427-79.7% | $4,663-72.0% |
| Participant deferral / active EE | $4,849 | $9,807-50.6% | $9,132-46.9% | $6,691-27.5% |
| Admin fee / account holder | $167 | $16,382-99.0% | $13,914-98.8% | $13,402-98.8% |