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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $10,052 | $90,607-88.9% | $79,467-87.4% | $135,380-92.6% |
| Participation rate | 14.3% | 76.0%-61.8pp | 73.3%-59.1pp | 82.6%-68.4pp |
| Annual return | -12.41% | 977.74%-990.1pp | 718.30%-730.7pp | 519.81%-532.2pp |
| Employer contribution / active EE | $135 | $3,068-95.6% | $2,800-95.2% | $4,779-97.2% |
| Participant deferral / active EE | $179 | $4,050-95.6% | $3,704-95.2% | $5,609-96.8% |
| Admin fee / account holder | $101 | $5,895-98.3% | $5,104-98.0% | $10,828-99.1% |