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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 | $25,794 | $57,119-54.8% | $85,187-69.7% | $80,935-68.1% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.7%-67.7pp |
| Annual return | 14.82% | 21.70%-6.9pp | 66.67%-51.8pp | 35.66%-20.8pp |
| Employer contribution / active EE | $200 | $1,802-88.9% | $2,732-92.7% | $2,757-92.7% |
| Participant deferral / active EE | $303 | $3,115-90.3% | $4,525-93.3% | $4,299-93.0% |
| Admin fee / account holder | $49 | $4,990-99.0% | $6,162-99.2% | $6,924-99.3% |