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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 | $92,018 | $132,099-30.3% | $115,599-20.4% | $138,895-33.7% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.3%-21.3pp | 79.9%-27.0pp |
| Annual return | 7.98% | 176.76%-168.8pp | 111.10%-103.1pp | 145.39%-137.4pp |
| Employer contribution / active EE | $420 | $3,416-87.7% | $2,955-85.8% | $4,194-90.0% |
| Participant deferral / active EE | $5,516 | $5,617-1.8% | $4,889+12.8% | $6,396-13.8% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |