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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 | $26,758 | $106,524-74.9% | $152,301-82.4% | $87,485-69.4% |
| Participation rate | 26.8% | 75.8%-49.0pp | 82.4%-55.7pp | 68.9%-42.1pp |
| Annual return | 15.44% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $232 | $3,371-93.1% | $4,624-95.0% | $2,596-91.1% |
| Participant deferral / active EE | $402 | $6,525-93.8% | $8,004-95.0% | $4,274-90.6% |
| Admin fee / account holder | $261 | $8,287-96.8% | $14,398-98.2% | $7,775-96.6% |