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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 | $106,718 | $109,872-2.9% | $98,483+8.4% | $167,536-36.3% |
| Participation rate | 11.8% | 75.8%-64.1pp | 73.3%-61.6pp | 82.1%-70.3pp |
| Annual return | 7.54% | 1959.31%-1951.8pp | 1494.38%-1486.8pp | 478.82%-471.3pp |
| Employer contribution / active EE | $139 | $3,225-95.7% | $2,961-95.3% | $4,839-97.1% |
| Participant deferral / active EE | $1,671 | $4,673-64.3% | $4,276-60.9% | $6,342-73.7% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |