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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 | $22,808 | $56,339-59.5% | $104,299-78.1% | $68,490-66.7% |
| Participation rate | 35.0% | 63.3%-28.3pp | 73.3%-38.3pp | 67.9%-32.9pp |
| Annual return | -22.12% | -9.19%-12.9pp | 24.62%-46.7pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,179 | $3,077+3.3% | $4,626-31.3% | $4,028-21.1% |
| Admin fee / account holder | $98 | $4,902-98.0% | $7,339-98.7% | $5,403-98.2% |