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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 | $15,223 | $48,337-68.5% | $67,560-77.5% | $80,959-81.2% |
| Participation rate | 17.9% | 66.4%-48.6pp | 72.9%-55.1pp | 67.7%-49.8pp |
| Annual return | 14.99% | 18.26%-3.3pp | 3533.50%-3518.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $321 | $2,023-84.2% | $2,737-88.3% | $2,757-88.4% |
| Participant deferral / active EE | $533 | $2,928-81.8% | $4,004-86.7% | $4,300-87.6% |
| Admin fee / account holder | $77 | $3,695-97.9% | $3,994-98.1% | $6,925-98.9% |