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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,167 | $77,920-81.8% | $149,723-90.5% | $75,177-81.2% |
| Participation rate | 14.0% | 65.6%-51.6pp | 78.8%-64.8pp | 67.2%-53.3pp |
| Annual return | 20.92% | 31.72%-10.8pp | 134.50%-113.6pp | 160.75%-139.8pp |
| Employer contribution / active EE | $375 | $3,138-88.0% | $4,821-92.2% | $2,671-86.0% |
| Participant deferral / active EE | $638 | $3,411-81.3% | $5,682-88.8% | $4,126-84.5% |
| Admin fee / account holder | $76 | $5,951-98.7% | $13,215-99.4% | $5,651-98.7% |