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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 | $18,010 | $54,370-66.9% | $82,763-78.2% | $68,490-73.7% |
| Participation rate | 25.9% | 63.9%-38.1pp | 72.6%-46.7pp | 67.9%-42.0pp |
| Annual return | -19.95% | -13.67%-6.3pp | 702.45%-722.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $190 | $2,219-91.4% | $3,008-93.7% | $2,597-92.7% |
| Participant deferral / active EE | $1,481 | $3,247-54.4% | $4,395-66.3% | $4,028-63.2% |
| Admin fee / account holder | $287 | $4,398-93.5% | $5,325-94.6% | $5,403-94.7% |