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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 | $36,987 | $102,663-64.0% | $86,216-57.1% | $139,466-73.5% |
| Participation rate | 47.4% | 74.5%-27.1pp | 69.0%-21.6pp | 80.3%-33.0pp |
| Annual return | 5.02% | 1924.52%-1919.5pp | 1169.42%-1164.4pp | 373.66%-368.6pp |
| Employer contribution / active EE | $508 | $3,035-83.3% | $2,382-78.7% | $4,754-89.3% |
| Participant deferral / active EE | $1,681 | $4,677-64.1% | $3,986-57.8% | $6,712-75.0% |
| Admin fee / account holder | $219 | $8,663-97.5% | $6,853-96.8% | $11,409-98.1% |