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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 | $28,854 | $131,835-78.1% | $108,582-73.4% | $273,972-89.5% |
| Participation rate | 27.3% | 83.5%-56.2pp | 79.6%-52.3pp | 83.0%-55.7pp |
| Annual return | 5.72% | -91.57%+97.3pp | -51.70%+57.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $475 | $4,913-90.3% | $3,758-87.4% | $4,869-90.2% |
| Participant deferral / active EE | $413 | $5,127-91.9% | $4,311-90.4% | $5,287-92.2% |
| Admin fee / account holder | $23 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |