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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 | $97,762 | $135,639-27.9% | $110,241-11.3% | $135,382-27.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -18.36% | 513.21%-531.6pp | 314.75%-333.1pp | 519.77%-538.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,746 | $5,507+40.7% | $4,672+65.8% | $5,609+38.1% |
| Admin fee / account holder | $87 | $11,457-99.2% | $8,548-99.0% | $10,829-99.2% |