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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 | $12,064 | $95,188-87.3% | $76,518-84.2% | $135,379-91.1% |
| Participation rate | 12.5% | 74.4%-61.9pp | 68.0%-55.5pp | 82.6%-70.1pp |
| Annual return | -19.62% | 4.85%-24.5pp | -0.27%-19.4pp | 519.79%-539.4pp |
| Employer contribution / active EE | $56 | $3,303-98.3% | $2,647-97.9% | $4,779-98.8% |
| Participant deferral / active EE | $726 | $4,640-84.3% | $3,836-81.1% | $5,609-87.1% |
| Admin fee / account holder | $67 | $6,249-98.9% | $4,849-98.6% | $10,828-99.4% |