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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 | $88,815+72.3% | $81,882+86.9% | $145,897+4.9% |
| Participation rate | 9.5% | 75.1%-65.5pp | 72.4%-62.9pp | 80.3%-70.8pp |
| Annual return | 7.48% | 1033.75%-1026.3pp | 779.47%-772.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $245 | $3,086-92.1% | $2,916-91.6% | $4,663-94.7% |
| Participant deferral / active EE | $2,143 | $4,647-53.9% | $4,323-50.4% | $6,689-68.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |