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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 | $52,387 | $72,071-27.3% | $68,368-23.4% | $137,256-61.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 10.20% | 353.14%-342.9pp | 292.57%-282.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $294 | $2,788-89.5% | $2,649-88.9% | $4,156-92.9% |
| Participant deferral / active EE | $2,942 | $4,410-33.3% | $4,123-28.6% | $6,407-54.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |