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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 | $88,996+29.9% | $78,004+48.2% | $138,895-16.8% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.4%-0.7pp | 79.9%-11.2pp |
| Annual return | 7.98% | 28.03%-20.1pp | 31.07%-23.1pp | 145.39%-137.4pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,135 | $4,724-76.0% | $4,092-72.3% | $6,396-82.3% |
| Admin fee / account holder | $212 | $8,807-97.6% | $7,578-97.2% | $12,562-98.3% |