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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 | $14,025 | $39,132-64.2% | $57,196-75.5% | $62,881-77.7% |
| Participation rate | 61.5% | 70.5%-8.9pp | 75.3%-13.8pp | 69.3%-7.8pp |
| Annual return | -1.25% | 9.24%-10.5pp | 14.59%-15.8pp | 20.14%-21.4pp |
| Employer contribution / active EE | $250 | $1,874-86.6% | $2,683-90.7% | $2,281-89.0% |
| Participant deferral / active EE | $1,498 | $2,374-36.9% | $3,096-51.6% | $3,203-53.2% |
| Admin fee / account holder | $12 | $2,594-99.5% | $3,141-99.6% | $4,296-99.7% |