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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 | $13,051 | $43,344-69.9% | $59,899-78.2% | $64,173-79.7% |
| Participation rate | 32.5% | 69.2%-36.7pp | 74.7%-42.2pp | 69.6%-37.1pp |
| Annual return | -10.15% | -1.55%-8.6pp | 3.46%-13.6pp | 7.63%-17.8pp |
| Employer contribution / active EE | $148 | $2,030-92.7% | $2,723-94.6% | $2,381-93.8% |
| Participant deferral / active EE | $1,228 | $2,547-51.8% | $3,402-63.9% | $3,470-64.6% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |