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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 | $227,784 | $167,352+36.1% | $143,788+58.4% | $134,509+69.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -29.06% | 0.47%-29.5pp | -0.03%-29.0pp | 418.13%-447.2pp |
| Employer contribution / active EE | $1,000 | $5,620-82.2% | $4,952-79.8% | $4,741-78.9% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $2 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |