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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 | $2,501 | $27,632-90.9% | $61,452-95.9% | $68,486-96.3% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -21.39% | -13.24%-8.1pp | 338.96%-360.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,005 | $1,264-20.5% | $2,125-52.7% | $4,028-75.1% |
| Admin fee / account holder | $8 | $2,010-99.6% | $2,131-99.6% | $5,404-99.8% |