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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 | $24,954 | $100,139-75.1% | $85,187-70.7% | $145,884-82.9% |
| Participation rate | 11.8% | 74.1%-62.3pp | 67.5%-55.8pp | 80.3%-68.5pp |
| Annual return | 5.91% | 84.15%-78.2pp | 66.67%-60.8pp | 551.85%-545.9pp |
| Employer contribution / active EE | $235 | $3,238-92.7% | $2,732-91.4% | $4,662-95.0% |
| Participant deferral / active EE | $2,221 | $5,296-58.1% | $4,525-50.9% | $6,690-66.8% |
| Admin fee / account holder | $82 | $7,262-98.9% | $6,162-98.7% | $13,392-99.4% |