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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 | $19,251 | $81,233-76.3% | $155,567-87.6% | $80,874-76.2% |
| Participation rate | 22.5% | 66.2%-43.7pp | 78.2%-55.7pp | 67.6%-45.1pp |
| Annual return | 23.64% | 33.33%-9.7pp | 64.74%-41.1pp | 35.62%-12.0pp |
| Employer contribution / active EE | $339 | $3,101-89.1% | $4,674-92.7% | $2,756-87.7% |
| Participant deferral / active EE | $753 | $3,452-78.2% | $5,628-86.6% | $4,297-82.5% |
| Admin fee / account holder | $143 | $7,998-98.2% | $15,916-99.1% | $6,935-97.9% |