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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 | $7,221 | $35,183-79.5% | $73,550-90.2% | $70,126-89.7% |
| Participation rate | 20.0% | 42.9%-22.9pp | 54.9%-34.9pp | 69.5%-49.5pp |
| Annual return | 10.91% | 26.90%-16.0pp | -15.16%+26.1pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $286 | $1,220-76.6% | $1,804-84.1% | $3,332-91.4% |
| Admin fee / account holder | $114 | $2,302-95.1% | $2,320-95.1% | $4,645-97.6% |