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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 | $115,589 | $87,166+32.6% | $76,735+50.6% | $137,256-15.8% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.5%-0.7pp | 80.0%-11.2pp |
| Annual return | 7.98% | 26.50%-18.5pp | 29.77%-21.8pp | 220.34%-212.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,135 | $4,726-76.0% | $4,088-72.2% | $6,407-82.3% |
| Admin fee / account holder | $212 | $8,403-97.5% | $7,189-97.1% | $12,270-98.3% |