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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 | $1,025 | $25,979-96.1% | $71,778-98.6% | $68,490-98.5% |
| Participation rate | 25.0% | 54.5%-29.5pp | 62.3%-37.3pp | 67.9%-42.9pp |
| Annual return | -24.04% | -15.10%-8.9pp | 9.15%-33.2pp | -7.85%-16.2pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $271 | $1,522-82.2% | $2,656-89.8% | $4,028-93.3% |
| Admin fee / account holder | $9 | $2,022-99.5% | $3,974-99.8% | $5,403-99.8% |