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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 | $29,793 | $45,872-35.1% | $77,100-61.4% | $68,490-56.5% |
| Participation rate | 7.4% | 55.9%-48.5pp | 67.9%-60.5pp | 67.9%-60.5pp |
| Annual return | -21.73% | 1.73%-23.5pp | 42.35%-64.1pp | -7.85%-13.9pp |
| Employer contribution / active EE | $74 | $1,650-95.5% | $2,815-97.4% | $2,597-97.2% |
| Participant deferral / active EE | $1,157 | $2,963-60.9% | $4,430-73.9% | $4,028-71.3% |
| Admin fee / account holder | $25 | $3,041-99.2% | $5,443-99.5% | $5,403-99.5% |