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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 | $159,724 | $175,231-8.8% | $149,696+6.7% | $139,466+14.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 1.37% | 166.77%-165.4pp | 134.46%-133.1pp | 373.66%-372.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $20,000 | $6,521+206.7% | $5,682+252.0% | $6,712+198.0% |
| Admin fee / account holder | $297 | $16,155-98.2% | $13,212-97.8% | $11,409-97.4% |