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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 | $31,054 | $81,457-61.9% | $103,378-70.0% | $80,911-61.6% |
| Participation rate | 32.1% | 66.8%-34.7pp | 74.5%-42.4pp | 67.6%-35.5pp |
| Annual return | 16.84% | 25.58%-8.7pp | 24.91%-8.1pp | 35.63%-18.8pp |
| Employer contribution / active EE | $26 | $3,107-99.2% | $3,870-99.3% | $2,756-99.1% |
| Participant deferral / active EE | $1,211 | $3,871-68.7% | $5,058-76.1% | $4,297-71.8% |
| Admin fee / account holder | $20 | $6,717-99.7% | $8,401-99.8% | $6,935-99.7% |