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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 | $16,482 | $77,920-78.8% | $149,723-89.0% | $75,177-78.1% |
| Participation rate | 20.9% | 65.6%-44.7pp | 78.8%-57.8pp | 67.2%-46.3pp |
| Annual return | 17.76% | 31.72%-14.0pp | 134.50%-116.7pp | 160.75%-143.0pp |
| Employer contribution / active EE | $281 | $3,138-91.0% | $4,821-94.2% | $2,671-89.5% |
| Participant deferral / active EE | $557 | $3,411-83.7% | $5,682-90.2% | $4,126-86.5% |
| Admin fee / account holder | $213 | $5,951-96.4% | $13,215-98.4% | $5,651-96.2% |