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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 | $4,134 | $29,319-85.9% | $52,425-92.1% | $82,448-95.0% |
| Participation rate | 62.9% | 46.9%+16.0pp | 55.6%+7.2pp | 68.1%-5.2pp |
| Annual return | 14.24% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $622 | $1,171-46.9% | $1,790-65.2% | $4,139-85.0% |
| Admin fee / account holder | $42 | $1,962-97.9% | $2,495-98.3% | $7,234-99.4% |