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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 | $173,427 | $138,102+25.6% | $125,381+38.3% | $134,532+28.9% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -32.41% | 750.73%-783.1pp | 572.31%-604.7pp | 418.27%-450.7pp |
| Employer contribution / active EE | $831 | $5,245-84.2% | $4,815-82.7% | $4,741-82.5% |
| Participant deferral / active EE | $3,005 | $7,801-61.5% | $7,448-59.6% | $6,401-53.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |