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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 | $10,454 | $63,703-83.6% | $93,063-88.8% | $82,448-87.3% |
| Participation rate | 34.0% | 63.8%-29.8pp | 72.1%-38.1pp | 68.1%-34.1pp |
| Annual return | 12.46% | -775.43%+787.9pp | 34.15%-21.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $34 | $1,729-98.0% | $2,476-98.6% | $2,551-98.7% |
| Participant deferral / active EE | $844 | $2,919-71.1% | $3,958-78.7% | $4,139-79.6% |
| Admin fee / account holder | $220 | $5,982-96.3% | $6,033-96.3% | $7,234-97.0% |