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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 | $83,364 | $58,258+43.1% | $81,820+1.9% | $80,925+3.0% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.4%-43.8pp | 67.7%-39.1pp |
| Annual return | 10.01% | 41.76%-31.8pp | 777.93%-767.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,137 | $3,284-65.4% | $4,323-73.7% | $4,299-73.5% |
| Admin fee / account holder | $74 | $4,976-98.5% | $7,391-99.0% | $6,940-98.9% |