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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 | $17,569 | $77,638-77.4% | $156,551-88.8% | $62,881-72.1% |
| Participation rate | 9.6% | 71.2%-61.6pp | 84.0%-74.4pp | 69.3%-59.7pp |
| Annual return | 11.46% | 50.33%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $152 | $3,444-95.6% | $5,501-97.2% | $2,281-93.4% |
| Participant deferral / active EE | $789 | $3,046-74.1% | $4,871-83.8% | $3,203-75.4% |
| Admin fee / account holder | $286 | $5,561-94.9% | $13,028-97.8% | $4,296-93.3% |