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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 | $154,453 | $156,398-1.2% | $147,318+4.8% | $138,895+11.2% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.4pp | 79.9%-63.3pp |
| Annual return | 8.03% | 78.75%-70.7pp | 70.43%-62.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,083 | $8,237-50.4% | $7,906-48.4% | $6,396-36.2% |
| Admin fee / account holder | $111 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |