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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 | $8,607 | $75,541-88.6% | $152,093-94.3% | $82,637-89.6% |
| Participation rate | 10.0% | 66.5%-56.5pp | 77.8%-67.8pp | 68.1%-58.1pp |
| Annual return | 15.65% | 32.56%-16.9pp | 66.36%-50.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $168 | $2,622-93.6% | $4,175-96.0% | $2,552-93.4% |
| Participant deferral / active EE | $212 | $3,206-93.4% | $5,451-96.1% | $4,126-94.9% |
| Admin fee / account holder | $107 | $6,405-98.3% | $14,497-99.3% | $7,339-98.5% |