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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 | $142,663 | $197,625-27.8% | $177,840-19.8% | $158,966-10.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 2.79% | 58.76%-56.0pp | 48.32%-45.5pp | 302.95%-300.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,387 | $8,405+11.7% | $7,714+21.7% | $5,983+56.9% |
| Admin fee / account holder | $60 | $15,405-99.6% | $12,431-99.5% | $11,250-99.5% |