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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 | $146,366 | $107,363+36.3% | $92,909+57.5% | $152,897-4.3% |
| Participation rate | 10.5% | 79.8%-69.3pp | 76.0%-65.5pp | 82.5%-71.9pp |
| Annual return | 0.57% | 145.63%-145.1pp | 109.44%-108.9pp | 345.43%-344.9pp |
| Employer contribution / active EE | $564 | $4,222-86.6% | $3,653-84.6% | $4,764-88.2% |
| Participant deferral / active EE | $2,316 | $4,848-52.2% | $4,238-45.4% | $5,851-60.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |