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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 | $29,319-93.9% | $52,425-96.6% | $82,448-97.8% |
| Participation rate | 45.2% | 46.9%-1.6pp | 55.6%-10.4pp | 68.1%-22.8pp |
| Annual return | 9.97% | 535.20%-525.2pp | 302.12%-292.2pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $285 | $1,171-75.7% | $1,790-84.1% | $4,139-93.1% |
| Admin fee / account holder | $164 | $1,962-91.7% | $2,495-93.4% | $7,234-97.7% |