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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 | $40,699 | $73,863-44.9% | $143,797-71.7% | $68,490-40.6% |
| Participation rate | 14.3% | 66.7%-52.4pp | 80.3%-66.0pp | 67.9%-53.6pp |
| Annual return | 6.20% | 0.91%+5.3pp | -0.04%+6.2pp | -7.85%+14.1pp |
| Employer contribution / active EE | $276 | $3,185-91.3% | $4,952-94.4% | $2,597-89.4% |
| Participant deferral / active EE | $276 | $3,385-91.8% | $5,638-95.1% | $4,028-93.1% |
| Admin fee / account holder | $10 | $5,756-99.8% | $14,679-99.9% | $5,403-99.8% |