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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 | $227,291-43.2% | $214,702-39.8% | $155,188-16.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 1.14% | 60.08%-58.9pp | 54.55%-53.4pp | 148.84%-147.7pp |
| Employer contribution / active EE | $1,100 | $6,772-83.8% | $6,461-83.0% | $4,248-74.1% |
| Participant deferral / active EE | $10,333 | $9,582+7.8% | $9,147+13.0% | $6,531+58.2% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |