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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 | $38,304 | $97,751-60.8% | $103,431-63.0% | $145,978-73.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 3.82% | 25.43%-21.6pp | 23.92%-20.1pp | 550.52%-546.7pp |
| Employer contribution / active EE | $886 | $4,684-81.1% | $4,678-81.1% | $4,662-81.0% |
| Participant deferral / active EE | $7,667 | $6,603+16.1% | $6,625+15.7% | $6,690+14.6% |
| Admin fee / account holder | $201 | $12,515-98.4% | $9,412-97.9% | $13,400-98.5% |