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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 | $178,893 | $167,522+6.8% | $151,639+18.0% | $134,532+33.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -24.11% | 7.81%-31.9pp | 3.34%-27.4pp | 418.27%-442.4pp |
| Employer contribution / active EE | $111 | $6,828-98.4% | $6,165-98.2% | $4,741-97.7% |
| Participant deferral / active EE | $11,700 | $8,986+30.2% | $8,363+39.9% | $6,401+82.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |