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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 | $8,582 | $27,924-69.3% | $58,544-85.3% | $75,181-88.6% |
| Participation rate | 8.5% | 38.8%-30.4pp | 50.9%-42.4pp | 67.2%-58.7pp |
| Annual return | 13.46% | 44.20%-30.7pp | 4249.56%-4236.1pp | 160.69%-147.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $368 | $1,202-69.4% | $1,923-80.9% | $4,126-91.1% |
| Admin fee / account holder | $153 | $1,726-91.1% | $2,520-93.9% | $5,650-97.3% |