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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 | $130,623 | $88,702+47.3% | $81,780+59.7% | $145,978-10.5% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 6.13% | 1029.12%-1023.0pp | 776.27%-770.1pp | 550.52%-544.4pp |
| Employer contribution / active EE | $152 | $3,084-95.1% | $2,914-94.8% | $4,662-96.7% |
| Participant deferral / active EE | $923 | $4,645-80.1% | $4,321-78.6% | $6,690-86.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |