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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 | $217,392+5.9% | $185,818+23.9% | $167,497+37.4% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 4.17% | 148.37%-144.2pp | 122.06%-117.9pp | 478.62%-474.4pp |
| Employer contribution / active EE | $446 | $5,873-92.4% | $5,168-91.4% | $4,838-90.8% |
| Participant deferral / active EE | $9,852 | $6,357+55.0% | $5,568+76.9% | $6,341+55.4% |
| Admin fee / account holder | $17 | $19,813-99.9% | $16,239-99.9% | $12,310-99.9% |