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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 | $1,785 | $28,624-93.8% | $53,647-96.7% | $82,637-97.8% |
| Participation rate | 45.2% | 47.3%-2.0pp | 56.3%-11.0pp | 68.1%-22.8pp |
| Annual return | 9.97% | 664.98%-655.0pp | 358.33%-348.4pp | 53.51%-43.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $285 | $1,196-76.2% | $1,813-84.3% | $4,126-93.1% |
| Admin fee / account holder | $164 | $2,022-91.9% | $2,460-93.3% | $7,339-97.8% |