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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 | $51,936 | $95,917-45.9% | $79,583-34.7% | $134,545-61.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -30.83% | -2.70%-28.1pp | 0.16%-31.0pp | 418.37%-449.2pp |
| Employer contribution / active EE | $103 | $3,129-96.7% | $2,414-95.7% | $4,742-97.8% |
| Participant deferral / active EE | $3,417 | $4,694-27.2% | $3,986-14.3% | $6,401-46.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |