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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 | $173,380 | $167,353+3.6% | $143,797+20.6% | $134,545+28.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -30.07% | 0.48%-30.5pp | -0.04%-30.0pp | 418.37%-448.4pp |
| Employer contribution / active EE | $816 | $5,620-85.5% | $4,952-83.5% | $4,742-82.8% |
| Participant deferral / active EE | $10,685 | $6,447+65.7% | $5,638+89.5% | $6,401+66.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |