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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 | $103,390 | $85,024+21.6% | $70,544+46.6% | $139,466-25.9% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 9.84% | 30.39%-20.6pp | 32.79%-23.0pp | 373.66%-363.8pp |
| Employer contribution / active EE | $200 | $3,912-94.9% | $2,976-93.3% | $4,754-95.8% |
| Participant deferral / active EE | $9,800 | $5,891+66.3% | $4,568+114.5% | $6,712+46.0% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |