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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 | $183,516-36.1% | $155,534-24.6% | $145,884-19.6% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 6.28% | 61.43%-55.1pp | 64.92%-58.6pp | 551.85%-545.6pp |
| Employer contribution / active EE | $709 | $5,315-86.7% | $4,675-84.8% | $4,662-84.8% |
| Participant deferral / active EE | $4,916 | $6,467-24.0% | $5,630-12.7% | $6,690-26.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |