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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 | $117,347 | $183,539-36.1% | $155,556-24.6% | $145,897-19.6% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 6.28% | 61.31%-55.0pp | 64.84%-58.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $709 | $5,315-86.7% | $4,675-84.8% | $4,663-84.8% |
| Participant deferral / active EE | $4,916 | $6,467-24.0% | $5,631-12.7% | $6,689-26.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |