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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 | $110,379+56.3% | $102,412+68.5% | $145,884+18.3% |
| Participation rate | 13.3% | 77.9%-64.6pp | 74.5%-61.2pp | 80.3%-67.0pp |
| Annual return | 8.43% | 24.84%-16.4pp | 24.94%-16.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $851 | $4,216-79.8% | $3,870-78.0% | $4,662-81.7% |
| Participant deferral / active EE | $3,400 | $5,622-39.5% | $5,060-32.8% | $6,690-49.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |