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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 | $13,225 | $50,554-73.8% | $67,681-80.5% | $87,485-84.9% |
| Participation rate | 31.4% | 67.7%-36.3pp | 73.7%-42.3pp | 68.9%-37.5pp |
| Annual return | 13.59% | 17.81%-4.2pp | 590.58%-577.0pp | 26.06%-12.5pp |
| Employer contribution / active EE | $341 | $1,988-82.8% | $2,678-87.3% | $2,596-86.9% |
| Participant deferral / active EE | $641 | $2,961-78.4% | $3,976-83.9% | $4,274-85.0% |
| Admin fee / account holder | $129 | $4,132-96.9% | $6,100-97.9% | $7,775-98.3% |