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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 | $8,067 | $32,117-74.9% | $71,086-88.7% | $64,173-87.4% |
| Participation rate | 17.7% | 42.7%-25.0pp | 54.7%-36.9pp | 69.6%-51.8pp |
| Annual return | -10.65% | -5.57%-5.1pp | 650.59%-661.2pp | 7.63%-18.3pp |
| Employer contribution / active EE | $192 | $712-73.1% | $1,088-82.4% | $2,381-91.9% |
| Participant deferral / active EE | $201 | $1,263-84.1% | $1,874-89.3% | $3,470-94.2% |
| Admin fee / account holder | $132 | $2,759-95.2% | $3,082-95.7% | $4,887-97.3% |