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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 | $17,945 | $80,935-77.8% | $62,029-71.1% | $80,935-77.8% |
| Participation rate | 13.3% | 67.7%-54.3pp | 69.8%-56.5pp | 67.7%-54.3pp |
| Annual return | 18.02% | 35.66%-17.6pp | 14.86%+3.2pp | 35.66%-17.6pp |
| Employer contribution / active EE | $206 | $2,757-92.5% | $2,723-92.4% | $2,757-92.5% |
| Participant deferral / active EE | $858 | $4,299-80.0% | $5,346-83.9% | $4,299-80.0% |
| Admin fee / account holder | $110 | $6,924-98.4% | $3,975-97.2% | $6,924-98.4% |