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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 | $27,173 | $25,014+8.6% | $69,611-61.0% | $80,925-66.4% |
| Participation rate | 34.4% | 64.2%-29.8pp | 66.4%-32.1pp | 67.7%-33.3pp |
| Annual return | 7.41% | 19.08%-11.7pp | 101.14%-93.7pp | 35.65%-28.2pp |
| Employer contribution / active EE | $638 | $991-35.6% | $1,709-62.6% | $2,756-76.8% |
| Participant deferral / active EE | $638 | $1,840-65.3% | $2,891-77.9% | $4,299-85.1% |
| Admin fee / account holder | $1 | $2,491-100.0% | $4,696-100.0% | $6,940-100.0% |