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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 | $15,082 | $39,036-61.4% | $80,784-81.3% | $85,851-82.4% |
| Participation rate | 6.7% | 41.6%-34.9pp | 54.2%-47.5pp | 69.3%-62.7pp |
| Annual return | 10.93% | 26.31%-15.4pp | 87.31%-76.4pp | 318.63%-307.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $445 | $1,326-66.4% | $2,145-79.3% | $3,952-88.7% |
| Admin fee / account holder | $125 | $2,429-94.9% | $3,380-96.3% | $6,261-98.0% |