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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 | $163,977 | $176,688-7.2% | $130,660+25.5% | $152,909+7.2% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 3.37% | 2693.08%-2689.7pp | 1709.29%-1705.9pp | 345.46%-342.1pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,399 | $4,362+23.8% | $3,603+49.8% | $5,851-7.7% |
| Admin fee / account holder | $20 | $7,131-99.7% | $5,463-99.6% | $11,601-99.8% |