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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 | $25,742 | $39,132-34.2% | $57,196-55.0% | $62,881-59.1% |
| Participation rate | 14.3% | 70.5%-56.2pp | 75.3%-61.0pp | 69.3%-55.0pp |
| Annual return | 4.84% | 9.24%-4.4pp | 14.59%-9.8pp | 20.14%-15.3pp |
| Employer contribution / active EE | $284 | $1,874-84.9% | $2,683-89.4% | $2,281-87.6% |
| Participant deferral / active EE | $284 | $2,374-88.0% | $3,096-90.8% | $3,203-91.1% |
| Admin fee / account holder | $185 | $2,594-92.9% | $3,141-94.1% | $4,296-95.7% |