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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 | $1,717 | $28,624-94.0% | $53,647-96.8% | $82,637-97.9% |
| Participation rate | 52.1% | 47.3%+4.8pp | 56.3%-4.2pp | 68.1%-16.0pp |
| Annual return | 11.28% | 664.98%-653.7pp | 358.33%-347.1pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $464 | $1,196-61.2% | $1,813-74.4% | $4,126-88.8% |
| Admin fee / account holder | $143 | $2,022-92.9% | $2,460-94.2% | $7,339-98.1% |