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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 | $213,975 | $135,956+57.4% | $123,894+72.7% | $273,972-21.9% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | -9.24% | 56.63%-65.9pp | 47.52%-56.8pp | 41.46%-50.7pp |
| Employer contribution / active EE | $682 | $5,170-86.8% | $4,617-85.2% | $4,869-86.0% |
| Participant deferral / active EE | $3,729 | $6,343-41.2% | $5,984-37.7% | $5,287-29.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |