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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 | $172,559 | $111,814+54.3% | $103,374+66.9% | $145,959+18.2% |
| Participation rate | 13.3% | 77.9%-64.6pp | 74.5%-61.2pp | 80.3%-67.0pp |
| Annual return | 8.43% | 24.77%-16.3pp | 24.89%-16.5pp | 561.95%-553.5pp |
| Employer contribution / active EE | $851 | $4,214-79.8% | $3,869-78.0% | $4,661-81.7% |
| Participant deferral / active EE | $3,400 | $5,618-39.5% | $5,058-32.8% | $6,689-49.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |