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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 | $8,714 | $27,924-68.8% | $58,544-85.1% | $75,181-88.4% |
| Participation rate | 7.7% | 38.8%-31.2pp | 50.9%-43.2pp | 67.2%-59.5pp |
| Annual return | 13.93% | 44.20%-30.3pp | 4249.56%-4235.6pp | 160.69%-146.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $281 | $1,202-76.6% | $1,923-85.4% | $4,126-93.2% |
| Admin fee / account holder | $285 | $1,726-83.5% | $2,520-88.7% | $5,650-94.9% |