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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 | $41,484 | $138,076-70.0% | $123,553-66.4% | $135,380-69.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -12.94% | 153.70%-166.6pp | 119.21%-132.1pp | 519.81%-532.7pp |
| Employer contribution / active EE | $572 | $5,152-88.9% | $4,628-87.6% | $4,779-88.0% |
| Participant deferral / active EE | $4,580 | $6,800-32.6% | $6,426-28.7% | $5,609-18.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |