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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 | $24,628 | $138,076-82.2% | $123,553-80.1% | $135,380-81.8% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -13.76% | 153.70%-167.5pp | 119.21%-133.0pp | 519.81%-533.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,176 | $6,800+49.7% | $6,426+58.4% | $5,609+81.4% |
| Admin fee / account holder | $228 | $10,917-97.9% | $9,284-97.5% | $10,828-97.9% |