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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 | $28,608 | $45,041-36.5% | $63,003-54.6% | $70,131-59.2% |
| Participation rate | 19.4% | 69.5%-50.2pp | 74.8%-55.5pp | 69.5%-50.2pp |
| Annual return | 14.30% | 18.76%-4.5pp | 87.59%-73.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $343 | $2,052-83.3% | $2,760-87.6% | $2,342-85.4% |
| Participant deferral / active EE | $343 | $2,465-86.1% | $3,329-89.7% | $3,332-89.7% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |