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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $78,326 | $74,535+5.1% | $100,712-22.2% | $82,637-5.2% |
| Participation rate | 12.7% | 61.2%-48.5pp | 69.3%-56.6pp | 68.1%-55.4pp |
| Annual return | 12.16% | 18.92%-6.8pp | 33.27%-21.1pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $368 | $3,074-88.0% | $4,085-91.0% | $4,126-91.1% |
| Admin fee / account holder | $0 | $6,576-100.0% | $9,256-100.0% | $7,339-100.0% |