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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 | $21,877 | $77,638-71.8% | $156,551-86.0% | $62,881-65.2% |
| Participation rate | 5.8% | 71.2%-65.4pp | 84.0%-78.2pp | 69.3%-63.5pp |
| Annual return | 7.61% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $103 | $3,444-97.0% | $5,501-98.1% | $2,281-95.5% |
| Participant deferral / active EE | $360 | $3,046-88.2% | $4,871-92.6% | $3,203-88.8% |
| Admin fee / account holder | $273 | $5,561-95.1% | $13,028-97.9% | $4,296-93.7% |