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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 | $1,997 | $29,736-93.3% | $56,033-96.4% | $80,935-97.5% |
| Participation rate | 55.6% | 41.7%+13.9pp | 52.5%+3.1pp | 67.7%-12.1pp |
| Annual return | 10.38% | 35.28%-24.9pp | 1711.38%-1701.0pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $646 | $1,228-47.4% | $1,954-66.9% | $4,299-85.0% |
| Admin fee / account holder | $14 | $2,434-99.4% | $2,827-99.5% | $6,924-99.8% |