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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 | $61,480 | $135,645-54.7% | $110,243-44.2% | $135,380-54.6% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -9.18% | 513.24%-522.4pp | 314.76%-323.9pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,983 | $5,507-9.5% | $4,672+6.7% | $5,609-11.2% |
| Admin fee / account holder | $81 | $11,458-99.3% | $8,548-99.1% | $10,828-99.3% |