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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 | $201,756 | $116,462+73.2% | $300,297-32.8% | $116,462+73.2% |
| Participation rate | 20.0% | 74.7%-54.7pp | 83.3%-63.3pp | 74.7%-54.7pp |
| Annual return | 9.63% | 15.65%-6.0pp | 6.06%+3.6pp | 15.65%-6.0pp |
| Employer contribution / active EE | $555 | $3,231-82.8% | $4,605-87.9% | $3,231-82.8% |
| Participant deferral / active EE | $1,938 | $3,836-49.5% | $4,511-57.0% | $3,836-49.5% |
| Admin fee / account holder | $0 | $12,754-100.0% | $16,510-100.0% | $12,754-100.0% |