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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 | $59,025 | $55,437+6.5% | $155,534-62.0% | $74,459-20.7% |
| Participation rate | 18.1% | 61.9%-43.8pp | 78.2%-60.1pp | 67.2%-49.1pp |
| Annual return | 0.21% | 269.58%-269.4pp | 64.92%-64.7pp | 1369.70%-1369.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,034 | $2,837-63.6% | $5,630-81.6% | $4,350-76.2% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |