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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 | $27,837 | $52,836-47.3% | $105,738-73.7% | $64,173-56.6% |
| Participation rate | 59.3% | 66.5%-7.3pp | 76.3%-17.1pp | 69.6%-10.3pp |
| Annual return | -7.29% | 14.30%-21.6pp | 6.27%-13.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $450 | $1,827-75.3% | $3,268-86.2% | $2,381-81.1% |
| Participant deferral / active EE | $533 | $2,545-79.1% | $4,080-86.9% | $3,470-84.6% |
| Admin fee / account holder | $199 | $3,959-95.0% | $6,913-97.1% | $4,887-95.9% |