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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 | $36,948-70.6% | $73,658-85.2% | $87,485-87.6% |
| Participation rate | 13.9% | 46.8%-32.9pp | 57.0%-43.2pp | 68.9%-55.0pp |
| Annual return | 12.67% | 28.64%-16.0pp | 29.72%-17.1pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $529 | $1,379-61.6% | $2,062-74.3% | $4,274-87.6% |
| Admin fee / account holder | $111 | $2,531-95.6% | $3,357-96.7% | $7,775-98.6% |