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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 | $86,989 | $78,682+10.6% | $109,188-20.3% | $85,851+1.3% |
| Participation rate | 68.0% | 68.3%-0.3pp | 75.9%-7.9pp | 69.3%-1.3pp |
| Annual return | 9.99% | 25.09%-15.1pp | 25.76%-15.8pp | 318.63%-308.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,981 | $3,468-14.0% | $4,654-35.9% | $3,952-24.6% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |