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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 | $28,596 | $87,132-67.2% | $105,624-72.9% | $80,959-64.7% |
| Participation rate | 31.9% | 70.4%-38.5pp | 75.3%-43.3pp | 67.7%-35.7pp |
| Annual return | 12.18% | 17.03%-4.9pp | 116.20%-104.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $112 | $2,397-95.3% | $3,168-96.5% | $2,757-95.9% |
| Participant deferral / active EE | $1,397 | $3,985-64.9% | $5,013-72.1% | $4,300-67.5% |
| Admin fee / account holder | $4 | $8,449-99.9% | $10,961-100.0% | $6,925-99.9% |