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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 | $94,551 | $138,078-31.5% | $125,363-24.6% | $134,509-29.7% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -20.99% | 750.49%-771.5pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $292 | $5,245-94.4% | $4,815-93.9% | $4,741-93.8% |
| Participant deferral / active EE | $4,398 | $7,800-43.6% | $7,447-40.9% | $6,400-31.3% |
| Admin fee / account holder | $30 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |