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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 | $37,002 | $63,346-41.6% | $92,240-59.9% | $70,126-47.2% |
| Participation rate | 12.2% | 68.7%-56.5pp | 76.5%-64.3pp | 69.5%-57.3pp |
| Annual return | 19.03% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $282 | $2,471-88.6% | $3,680-92.3% | $2,343-88.0% |
| Participant deferral / active EE | $802 | $2,854-71.9% | $3,897-79.4% | $3,332-75.9% |
| Admin fee / account holder | $196 | $3,841-94.9% | $5,194-96.2% | $4,645-95.8% |