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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 | $185,526 | $176,105+5.3% | $159,474+16.3% | $167,536+10.7% |
| Participation rate | 27.3% | 85.0%-57.7pp | 82.8%-55.6pp | 82.1%-54.8pp |
| Annual return | 8.56% | 331.91%-323.3pp | 263.68%-255.1pp | 478.82%-470.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,000 | $7,751-48.4% | $7,353-45.6% | $6,342-36.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |