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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 | $57,837 | $183,627-68.5% | $155,602-62.8% | $145,978-60.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 0.38% | 61.32%-60.9pp | 64.81%-64.4pp | 550.52%-550.1pp |
| Employer contribution / active EE | $879 | $5,316-83.5% | $4,675-81.2% | $4,662-81.1% |
| Participant deferral / active EE | $8,520 | $6,466+31.8% | $5,629+51.4% | $6,690+27.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |