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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 | $19,754 | $46,877-57.9% | $122,354-83.9% | $70,126-71.8% |
| Participation rate | 15.1% | 58.2%-43.1pp | 71.6%-56.6pp | 69.5%-54.5pp |
| Annual return | 16.14% | 24.22%-8.1pp | 30.28%-14.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $176 | $1,288-86.3% | $4,051-95.6% | $2,343-92.5% |
| Participant deferral / active EE | $239 | $2,167-89.0% | $3,287-92.7% | $3,332-92.8% |
| Admin fee / account holder | $233 | $3,324-93.0% | $5,479-95.7% | $4,645-95.0% |