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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 | $17,479 | $29,736-41.2% | $56,033-68.8% | $80,935-78.4% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 7.02% | 35.28%-28.3pp | 1711.38%-1704.4pp | 35.66%-28.6pp |
| Employer contribution / active EE | $6 | $671-99.1% | $1,041-99.4% | $2,757-99.8% |
| Participant deferral / active EE | $916 | $1,228-25.4% | $1,954-53.1% | $4,299-78.7% |
| Admin fee / account holder | $262 | $2,434-89.2% | $2,827-90.7% | $6,924-96.2% |