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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 | $16,028 | $100,203-84.0% | $85,240-81.2% | $145,897-89.0% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 7.22% | 84.28%-77.1pp | 66.75%-59.5pp | 552.29%-545.1pp |
| Employer contribution / active EE | $534 | $3,242-83.5% | $2,735-80.5% | $4,663-88.6% |
| Participant deferral / active EE | $573 | $5,299-89.2% | $4,527-87.3% | $6,689-91.4% |
| Admin fee / account holder | $247 | $7,265-96.6% | $6,165-96.0% | $13,390-98.2% |