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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 | $140,792 | $104,937+34.2% | $84,628+66.4% | $152,897-7.9% |
| Participation rate | 7.1% | 74.8%-67.7pp | 68.2%-61.1pp | 82.5%-75.3pp |
| Annual return | 1.19% | 373.88%-372.7pp | 258.80%-257.6pp | 345.43%-344.2pp |
| Employer contribution / active EE | $271 | $3,303-91.8% | $2,653-89.8% | $4,764-94.3% |
| Participant deferral / active EE | $1,714 | $4,690-63.4% | $3,900-56.0% | $5,851-70.7% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |