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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 | $41,475 | $69,977-40.7% | $108,582-61.8% | $62,881-34.0% |
| Participation rate | 34.5% | 72.9%-38.4pp | 79.6%-45.1pp | 69.3%-34.8pp |
| Annual return | 2.56% | 10.73%-8.2pp | -51.70%+54.3pp | 20.14%-17.6pp |
| Employer contribution / active EE | $474 | $2,135-77.8% | $3,758-87.4% | $2,281-79.2% |
| Participant deferral / active EE | $1,065 | $3,165-66.3% | $4,311-75.3% | $3,203-66.7% |
| Admin fee / account holder | $259 | $5,076-94.9% | $7,645-96.6% | $4,296-94.0% |