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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 | $37,156-70.8% | $83,854-87.0% | $86,983-87.5% |
| Participation rate | 13.9% | 49.1%-35.2pp | 59.1%-45.2pp | 69.5%-55.7pp |
| Annual return | 12.67% | 29.88%-17.2pp | 31.39%-18.7pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $529 | $1,418-62.7% | $2,035-74.0% | $4,194-87.4% |
| Admin fee / account holder | $111 | $2,510-95.6% | $3,197-96.5% | $7,856-98.6% |