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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 | $10,866 | $29,319-62.9% | $52,425-79.3% | $82,448-86.8% |
| Participation rate | 13.9% | 46.9%-33.0pp | 55.6%-41.7pp | 68.1%-54.2pp |
| Annual return | 12.67% | 535.20%-522.5pp | 302.12%-289.5pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $529 | $1,171-54.8% | $1,790-70.5% | $4,139-87.2% |
| Admin fee / account holder | $111 | $1,962-94.4% | $2,495-95.6% | $7,234-98.5% |