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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 | $6,709 | $39,028-82.8% | $80,741-91.7% | $85,847-92.2% |
| Participation rate | 22.2% | 41.6%-19.3pp | 54.2%-31.9pp | 69.3%-47.1pp |
| Annual return | -14.65% | 26.31%-41.0pp | 87.30%-102.0pp | 318.61%-333.3pp |
| Employer contribution / active EE | $81 | $722-88.8% | $1,160-93.1% | $2,565-96.9% |
| Participant deferral / active EE | $1,077 | $1,326-18.8% | $2,145-49.8% | $3,952-72.7% |
| Admin fee / account holder | $222 | $2,429-90.9% | $3,380-93.4% | $6,261-96.5% |