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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 | $29,306 | $138,114-78.8% | $125,391-76.6% | $134,545-78.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.78% | 750.88%-773.7pp | 572.41%-595.2pp | 418.37%-441.1pp |
| Employer contribution / active EE | $214 | $5,246-95.9% | $4,816-95.6% | $4,742-95.5% |
| Participant deferral / active EE | $2,847 | $7,801-63.5% | $7,448-61.8% | $6,401-55.5% |
| Admin fee / account holder | $258 | $11,570-97.8% | $10,009-97.4% | $11,431-97.7% |