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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 | $186,497 | $202,342-7.8% | $172,753+8.0% | $152,909+22.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 8.03% | 1029.88%-1021.8pp | 803.00%-795.0pp | 345.46%-337.4pp |
| Employer contribution / active EE | $802 | $5,857-86.3% | $5,144-84.4% | $4,764-83.2% |
| Participant deferral / active EE | $7,764 | $5,948+30.5% | $5,198+49.4% | $5,851+32.7% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |