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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 | $2,186 | $67,823-96.8% | $52,425-95.8% | $137,256-98.4% |
| Participation rate | 63.6% | 63.9%-0.3pp | 55.6%+8.0pp | 80.0%-16.3pp |
| Annual return | 1.74% | 219.11%-217.4pp | 302.12%-300.4pp | 220.34%-218.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $689 | $2,288-69.9% | $1,790-61.5% | $6,407-89.3% |
| Admin fee / account holder | $101 | $2,844-96.5% | $2,495-96.0% | $12,270-99.2% |