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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 | $29,460 | $76,551-61.5% | $123,894-76.2% | $62,881-53.1% |
| Participation rate | 27.0% | 73.0%-46.0pp | 81.4%-54.4pp | 69.3%-42.3pp |
| Annual return | 12.27% | 18.68%-6.4pp | 47.52%-35.2pp | 20.14%-7.9pp |
| Employer contribution / active EE | $175 | $2,882-93.9% | $4,617-96.2% | $2,281-92.3% |
| Participant deferral / active EE | $976 | $4,840-79.8% | $5,984-83.7% | $3,203-69.5% |
| Admin fee / account holder | $222 | $4,826-95.4% | $8,357-97.3% | $4,296-94.8% |