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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 | $21,952 | $162,136-86.5% | $152,301-85.6% | $154,746-85.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 10.42% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,661 | $8,341-32.1% | $8,004-29.3% | $6,730-15.9% |
| Admin fee / account holder | $100 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |