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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 | $158,731 | $106,923+48.5% | $84,023+88.9% | $152,909+3.8% |
| Participation rate | 16.7% | 75.3%-58.6pp | 69.0%-52.4pp | 82.5%-65.8pp |
| Annual return | 1.45% | 105.02%-103.6pp | 71.32%-69.9pp | 345.46%-344.0pp |
| Employer contribution / active EE | $88 | $2,735-96.8% | $1,984-95.6% | $4,764-98.2% |
| Participant deferral / active EE | $1,491 | $4,013-62.9% | $3,239-54.0% | $5,851-74.5% |
| Admin fee / account holder | $194 | $8,289-97.7% | $6,102-96.8% | $11,601-98.3% |