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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 | $16,142 | $35,183-54.1% | $73,550-78.1% | $70,126-77.0% |
| Participation rate | 8.3% | 42.9%-34.6pp | 54.9%-46.6pp | 69.5%-61.2pp |
| Annual return | 10.89% | 26.90%-16.0pp | -15.16%+26.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $71 | $709-90.0% | $1,219-94.2% | $2,343-97.0% |
| Participant deferral / active EE | $460 | $1,220-62.3% | $1,804-74.5% | $3,332-86.2% |
| Admin fee / account holder | $252 | $2,302-89.1% | $2,320-89.1% | $4,645-94.6% |