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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 | $90,220 | $29,736+203.4% | $56,033+61.0% | $80,935+11.5% |
| Participation rate | 3.3% | 41.7%-38.4pp | 52.5%-49.2pp | 67.7%-64.3pp |
| Annual return | 10.57% | 35.28%-24.7pp | 1711.38%-1700.8pp | 35.66%-25.1pp |
| Employer contribution / active EE | $88 | $671-86.9% | $1,041-91.6% | $2,757-96.8% |
| Participant deferral / active EE | $764 | $1,228-37.8% | $1,954-60.9% | $4,299-82.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |