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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 | $120,444 | $198,457-39.3% | $170,435-29.3% | $147,586-18.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 5.83% | 257.30%-251.5pp | 205.94%-200.1pp | 578.59%-572.8pp |
| Employer contribution / active EE | $808 | $6,183-86.9% | $5,432-85.1% | $4,876-83.4% |
| Participant deferral / active EE | $6,272 | $5,629+11.4% | $4,939+27.0% | $5,439+15.3% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |