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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 | $22,734 | $46,599-51.2% | $64,101-64.5% | $75,173-69.8% |
| Participation rate | 22.6% | 65.9%-43.4pp | 72.3%-49.7pp | 67.2%-44.6pp |
| Annual return | 16.24% | 26.06%-9.8pp | 33.72%-17.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $73 | $1,975-96.3% | $2,749-97.3% | $2,671-97.3% |
| Participant deferral / active EE | $338 | $2,837-88.1% | $3,881-91.3% | $4,126-91.8% |
| Admin fee / account holder | $104 | $2,956-96.5% | $3,070-96.6% | $5,651-98.2% |