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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 | $16,381 | $45,438-63.9% | $80,004-79.5% | $59,633-72.5% |
| Participation rate | 34.8% | 63.7%-28.9pp | 73.0%-38.2pp | 68.7%-33.9pp |
| Annual return | -3.27% | 5.10%-8.4pp | 7.63%-10.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $371 | $2,231-83.4% | $3,204-88.4% | $3,192-88.4% |
| Admin fee / account holder | $31 | $3,464-99.1% | $5,033-99.4% | $4,297-99.3% |