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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 | $18,152 | $109,411-83.4% | $89,435-79.7% | $158,982-88.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 0.92% | 345.68%-344.8pp | 245.55%-244.6pp | 302.99%-302.1pp |
| Employer contribution / active EE | $549 | $3,173-82.7% | $2,587-78.8% | $4,763-88.5% |
| Participant deferral / active EE | $640 | $4,600-86.1% | $3,890-83.5% | $5,983-89.3% |
| Admin fee / account holder | $23 | $6,159-99.6% | $4,884-99.5% | $11,252-99.8% |