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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 | $16,230 | $29,733-45.4% | $56,025-71.0% | $80,959-80.0% |
| Participation rate | 15.0% | 41.7%-26.7pp | 52.5%-37.5pp | 67.7%-52.7pp |
| Annual return | 10.60% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $740 | $1,229-39.8% | $1,955-62.1% | $4,300-82.8% |
| Admin fee / account holder | $159 | $2,434-93.5% | $2,828-94.4% | $6,925-97.7% |