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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 | $223,224 | $62,672+256.2% | $185,117+20.6% | $70,126+218.3% |
| Participation rate | 18.2% | 63.8%-45.6pp | 77.3%-59.1pp | 69.5%-51.4pp |
| Annual return | 6.44% | 40.79%-34.3pp | 40.50%-34.1pp | 73.15%-66.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $209 | $3,932-94.7% | $8,159-97.4% | $4,645-95.5% |