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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 | $226,208 | $81,504+177.5% | $102,437+120.8% | $80,959+179.4% |
| Participation rate | 53.1% | 66.9%-13.7pp | 74.5%-21.4pp | 67.7%-14.5pp |
| Annual return | 9.83% | 25.60%-15.8pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $735 | $3,104-76.3% | $3,871-81.0% | $2,757-73.3% |
| Participant deferral / active EE | $4,857 | $3,871+25.5% | $5,060-4.0% | $4,300+12.9% |
| Admin fee / account holder | $24 | $6,719-99.6% | $8,388-99.7% | $6,925-99.7% |