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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 | $63,155 | $82,674-23.6% | $125,381-49.6% | $68,486-7.8% |
| Participation rate | 65.3% | 75.1%-9.7pp | 82.4%-17.1pp | 67.9%-2.6pp |
| Annual return | -19.88% | -5.97%-13.9pp | 572.31%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,171 | $6,111-48.1% | $7,448-57.4% | $4,028-21.3% |
| Admin fee / account holder | $25 | $6,277-99.6% | $10,007-99.8% | $5,404-99.5% |