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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 | $203,749 | $155,555+31.0% | $146,866+38.7% | $155,188+31.3% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 9.78% | 115.41%-105.6pp | 102.85%-93.1pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,500 | $8,044-44.1% | $7,759-42.0% | $6,531-31.1% |
| Admin fee / account holder | $13 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |