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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 | $115,510 | $78,707+46.8% | $117,861-2.0% | $70,126+64.7% |
| Participation rate | 38.5% | 73.2%-34.7pp | 79.7%-41.2pp | 69.5%-31.1pp |
| Annual return | 9.50% | 23.30%-13.8pp | 335.11%-325.6pp | 73.15%-63.6pp |
| Employer contribution / active EE | $225 | $2,223-89.9% | $3,786-94.0% | $2,343-90.4% |
| Participant deferral / active EE | $3,114 | $3,297-5.6% | $4,482-30.5% | $3,332-6.5% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |