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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 | $33,534 | $100,911-66.8% | $90,440-62.9% | $158,966-78.9% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 4.05% | 1726.62%-1722.6pp | 1294.38%-1290.3pp | 302.95%-298.9pp |
| Employer contribution / active EE | $119 | $3,690-96.8% | $3,263-96.4% | $4,762-97.5% |
| Participant deferral / active EE | $1,188 | $4,348-72.7% | $3,964-70.0% | $5,983-80.1% |
| Admin fee / account holder | $161 | $6,507-97.5% | $5,615-97.1% | $11,250-98.6% |