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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 | $129,208 | $275,752-53.1% | $256,809-49.7% | $198,609-34.9% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 1.14% | 34.81%-33.7pp | 32.73%-31.6pp | 202.70%-201.6pp |
| Employer contribution / active EE | $1,100 | $7,721-85.8% | $7,263-84.9% | $5,055-78.2% |
| Participant deferral / active EE | $10,333 | $10,037+3.0% | $9,520+8.5% | $6,977+48.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |