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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 | $16,514 | $97,732-83.1% | $83,831-80.3% | $135,380-87.8% |
| Participation rate | 30.8% | 80.0%-49.2pp | 76.1%-45.4pp | 82.6%-51.9pp |
| Annual return | -14.31% | 1287.56%-1301.9pp | 850.99%-865.3pp | 519.81%-534.1pp |
| Employer contribution / active EE | $690 | $4,222-83.7% | $3,631-81.0% | $4,779-85.6% |
| Participant deferral / active EE | $2,604 | $4,683-44.4% | $4,082-36.2% | $5,609-53.6% |
| Admin fee / account holder | $4 | $6,675-99.9% | $5,479-99.9% | $10,828-100.0% |