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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 | $32,855 | $72,486-54.7% | $87,103-62.3% | $72,976-55.0% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.9%-30.2pp | 69.5%-22.8pp |
| Annual return | 23.88% | 24.46%-0.6pp | 28.19%-4.3pp | 81.02%-57.1pp |
| Employer contribution / active EE | $262 | $1,894-86.2% | $2,521-89.6% | $2,440-89.3% |
| Participant deferral / active EE | $959 | $3,270-70.7% | $4,049-76.3% | $3,608-73.4% |
| Admin fee / account holder | $179 | $5,055-96.5% | $7,491-97.6% | $5,124-96.5% |