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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 | $19,294 | $167,353-88.5% | $143,797-86.6% | $134,545-85.7% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -25.91% | 0.48%-26.4pp | -0.04%-25.9pp | 418.37%-444.3pp |
| Employer contribution / active EE | $982 | $5,620-82.5% | $4,952-80.2% | $4,742-79.3% |
| Participant deferral / active EE | $2,583 | $6,447-59.9% | $5,638-54.2% | $6,401-59.7% |
| Admin fee / account holder | $247 | $18,096-98.6% | $14,679-98.3% | $11,431-97.8% |