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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 | $230,191 | $217,432+5.9% | $185,851+23.9% | $167,553+37.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 4.17% | 148.43%-144.3pp | 122.11%-117.9pp | 478.89%-474.7pp |
| Employer contribution / active EE | $446 | $5,874-92.4% | $5,168-91.4% | $4,840-90.8% |
| Participant deferral / active EE | $9,852 | $6,357+55.0% | $5,569+76.9% | $6,343+55.3% |
| Admin fee / account holder | $17 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |