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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 | $6,573 | $63,354-89.6% | $94,105-93.0% | $82,637-92.0% |
| Participation rate | 17.9% | 63.8%-45.9pp | 71.9%-54.0pp | 68.1%-50.1pp |
| Annual return | 17.42% | 34.36%-16.9pp | 204.55%-187.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $140 | $1,760-92.0% | $2,504-94.4% | $2,552-94.5% |
| Participant deferral / active EE | $238 | $2,873-91.7% | $3,881-93.9% | $4,126-94.2% |
| Admin fee / account holder | $30 | $5,073-99.4% | $6,199-99.5% | $7,339-99.6% |