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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 | $15,611 | $91,167-82.9% | $178,498-91.3% | $79,858-80.5% |
| Participation rate | 39.1% | 69.2%-30.1pp | 81.9%-42.8pp | 69.6%-30.5pp |
| Annual return | 14.47% | 24.19%-9.7pp | 151.09%-136.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $123 | $3,255-96.2% | $5,011-97.5% | $2,471-95.0% |
| Participant deferral / active EE | $681 | $3,236-79.0% | $5,202-86.9% | $3,740-81.8% |
| Admin fee / account holder | $155 | $6,747-97.7% | $13,985-98.9% | $5,306-97.1% |