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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 | $13,573 | $47,977-71.7% | $154,114-91.2% | $56,287-75.9% |
| Participation rate | 20.7% | 66.2%-45.5pp | 83.0%-62.3pp | 69.9%-49.1pp |
| Annual return | -9.06% | 3.54%-12.6pp | 735.16%-744.2pp | -9.96%+0.9pp |
| Employer contribution / active EE | $347 | $2,169-84.0% | $5,298-93.4% | $2,111-83.5% |
| Participant deferral / active EE | $693 | $2,392-71.0% | $5,081-86.4% | $3,350-79.3% |
| Admin fee / account holder | $175 | $438-60.1% | $13,411-98.7% | $521-66.4% |