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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 | $153,039 | $88,754+72.4% | $81,820+87.0% | $145,877+4.9% |
| Participation rate | 9.5% | 75.1%-65.6pp | 72.4%-62.9pp | 80.3%-70.8pp |
| Annual return | 7.48% | 1031.77%-1024.3pp | 777.93%-770.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $245 | $3,085-92.1% | $2,915-91.6% | $4,663-94.7% |
| Participant deferral / active EE | $2,143 | $4,648-53.9% | $4,323-50.4% | $6,691-68.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |