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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 | $14,235 | $100,938-85.9% | $90,461-84.3% | $158,982-91.0% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | -1.65% | 1727.20%-1728.9pp | 1294.76%-1296.4pp | 302.99%-304.6pp |
| Employer contribution / active EE | $137 | $3,691-96.3% | $3,264-95.8% | $4,763-97.1% |
| Participant deferral / active EE | $1,196 | $4,350-72.5% | $3,964-69.8% | $5,983-80.0% |
| Admin fee / account holder | $77 | $6,510-98.8% | $5,617-98.6% | $11,252-99.3% |