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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 | $19,776 | $138,102-85.7% | $125,381-84.2% | $134,532-85.3% |
| Participation rate | 52.9% | 84.5%-31.6pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -21.22% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,218 | $5,245-76.8% | $4,815-74.7% | $4,741-74.3% |
| Participant deferral / active EE | $2,131 | $7,801-72.7% | $7,448-71.4% | $6,401-66.7% |
| Admin fee / account holder | $2 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |