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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 | $18,039 | $86,050-79.0% | $189,758-90.5% | $94,015-80.8% |
| Participation rate | 21.4% | 68.9%-47.5pp | 79.8%-58.4pp | 70.8%-49.4pp |
| Annual return | 11.06% | 17.77%-6.7pp | 52.62%-41.6pp | 17.84%-6.8pp |
| Employer contribution / active EE | $245 | $2,819-91.3% | $4,767-94.9% | $2,790-91.2% |
| Participant deferral / active EE | $279 | $3,349-91.7% | $5,856-95.2% | $4,249-93.4% |
| Admin fee / account holder | $65 | $6,627-99.0% | $20,388-99.7% | $8,951-99.3% |