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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 | $16,012 | $77,638-79.4% | $156,551-89.8% | $62,881-74.5% |
| Participation rate | 21.4% | 71.2%-49.8pp | 84.0%-62.6pp | 69.3%-47.9pp |
| Annual return | 3.50% | 50.33%-46.8pp | 32.23%-28.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $166 | $3,444-95.2% | $5,501-97.0% | $2,281-92.7% |
| Participant deferral / active EE | $953 | $3,046-68.7% | $4,871-80.4% | $3,203-70.2% |
| Admin fee / account holder | $225 | $5,561-95.9% | $13,028-98.3% | $4,296-94.8% |