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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 | $35,248 | $72,403-51.3% | $67,524-47.8% | $145,978-75.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.36% | 7197.23%-7190.9pp | 3519.41%-3513.1pp | 550.52%-544.2pp |
| Employer contribution / active EE | $534 | $3,072-82.6% | $2,734-80.5% | $4,662-88.6% |
| Participant deferral / active EE | $667 | $4,782-86.1% | $4,001-83.3% | $6,690-90.0% |
| Admin fee / account holder | $6 | $5,541-99.9% | $4,001-99.8% | $13,400-100.0% |