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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 | $27,282 | $84,236-67.6% | $170,435-84.0% | $70,126-61.1% |
| Participation rate | 24.4% | 70.8%-46.4pp | 83.6%-59.2pp | 69.5%-45.2pp |
| Annual return | 14.27% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $11 | $3,387-99.7% | $5,432-99.8% | $2,343-99.5% |
| Participant deferral / active EE | $404 | $3,086-86.9% | $4,939-91.8% | $3,332-87.9% |
| Admin fee / account holder | $300 | $5,698-94.7% | $13,881-97.8% | $4,645-93.6% |