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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 | $132,820+51.9% | $441,613-54.3% | $132,820+51.9% |
| Participation rate | 20.0% | 74.3%-54.3pp | 84.6%-64.6pp | 74.3%-54.3pp |
| Annual return | 9.63% | 14.82%-5.2pp | 2.50%+7.1pp | 14.82%-5.2pp |
| Employer contribution / active EE | $555 | $4,144-86.6% | $5,532-90.0% | $4,144-86.6% |
| Participant deferral / active EE | $1,938 | $3,980-51.3% | $5,143-62.3% | $3,980-51.3% |
| Admin fee / account holder | $0 | $11,722-100.0% | $13,817-100.0% | $11,722-100.0% |