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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 | $8,302 | $28,624-71.0% | $53,647-84.5% | $82,637-90.0% |
| Participation rate | 9.0% | 47.3%-38.3pp | 56.3%-47.3pp | 68.1%-59.1pp |
| Annual return | 9.08% | 664.98%-655.9pp | 358.33%-349.3pp | 53.51%-44.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $292 | $1,196-75.6% | $1,813-83.9% | $4,126-92.9% |
| Admin fee / account holder | $86 | $2,022-95.7% | $2,460-96.5% | $7,339-98.8% |