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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 | $34,357 | $25,979+32.2% | $71,755-52.1% | $68,486-49.8% |
| Participation rate | 14.3% | 54.5%-40.2pp | 62.3%-48.0pp | 67.9%-53.6pp |
| Annual return | -19.46% | -15.10%-4.4pp | 9.09%-28.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $120 | $900-86.7% | $1,704-93.0% | $2,597-95.4% |
| Participant deferral / active EE | $120 | $1,522-92.1% | $2,656-95.5% | $4,028-97.0% |
| Admin fee / account holder | $297 | $2,022-85.3% | $3,972-92.5% | $5,404-94.5% |