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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 | $25,011 | $58,275-57.1% | $81,844-69.4% | $80,935-69.1% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.4%-41.6pp | 67.7%-36.9pp |
| Annual return | 8.44% | 41.82%-33.4pp | 778.87%-770.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $184 | $2,346-92.2% | $2,916-93.7% | $2,757-93.3% |
| Participant deferral / active EE | $937 | $3,285-71.5% | $4,323-78.3% | $4,299-78.2% |
| Admin fee / account holder | $270 | $4,749-94.3% | $7,355-96.3% | $6,924-96.1% |