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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 | $36,275 | $167,352-78.3% | $143,788-74.8% | $134,509-73.0% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -20.25% | 0.47%-20.7pp | -0.03%-20.2pp | 418.13%-438.4pp |
| Employer contribution / active EE | $899 | $5,620-84.0% | $4,952-81.8% | $4,741-81.0% |
| Participant deferral / active EE | $2,857 | $6,447-55.7% | $5,638-49.3% | $6,400-55.4% |
| Admin fee / account holder | $20 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |