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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 | $79,527 | $127,386-37.6% | $115,037-30.9% | $125,388-36.6% |
| Participation rate | 44.4% | 84.2%-39.7pp | 81.4%-36.9pp | 83.2%-38.7pp |
| Annual return | -3.52% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $715 | $6,423-88.9% | $6,026-88.1% | $5,352-86.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |