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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 | $15,154 | $46,596-67.5% | $64,085-76.4% | $75,173-79.8% |
| Participation rate | 29.0% | 65.9%-36.9pp | 72.3%-43.3pp | 67.2%-38.2pp |
| Annual return | 23.06% | 26.04%-3.0pp | 33.69%-10.6pp | 160.65%-137.6pp |
| Employer contribution / active EE | $293 | $1,975-85.2% | $2,747-89.3% | $2,670-89.0% |
| Participant deferral / active EE | $447 | $2,839-84.3% | $3,881-88.5% | $4,126-89.2% |
| Admin fee / account holder | $61 | $2,954-97.9% | $3,069-98.0% | $5,651-98.9% |