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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 | $23,685 | $148,629-84.1% | $135,982-82.6% | $139,487-83.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 9.12% | 79.33%-70.2pp | 68.32%-59.2pp | 373.84%-364.7pp |
| Employer contribution / active EE | $3,147 | $5,247-40.0% | $4,859-35.2% | $4,755-33.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $244 | $12,406-98.0% | $10,767-97.7% | $11,407-97.9% |