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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 | $96,053 | $124,330-22.7% | $109,173-12.0% | $167,536-42.7% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 8.42% | 26.04%-17.6pp | 25.75%-17.3pp | 478.82%-470.4pp |
| Employer contribution / active EE | $599 | $4,209-85.8% | $3,723-83.9% | $4,839-87.6% |
| Participant deferral / active EE | $8,667 | $5,256+64.9% | $4,654+86.2% | $6,342+36.6% |
| Admin fee / account holder | $170 | $7,974-97.9% | $6,755-97.5% | $12,315-98.6% |