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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 | $11,478 | $45,087-74.5% | $69,483-83.5% | $72,976-84.3% |
| Participation rate | 10.8% | 68.5%-57.7pp | 74.6%-63.8pp | 69.5%-58.7pp |
| Annual return | 21.64% | 22.67%-1.0pp | 28.99%-7.3pp | 81.02%-59.4pp |
| Employer contribution / active EE | $160 | $2,055-92.2% | $2,780-94.2% | $2,440-93.4% |
| Participant deferral / active EE | $204 | $2,603-92.2% | $3,537-94.2% | $3,608-94.3% |
| Admin fee / account holder | $81 | $3,057-97.4% | $3,841-97.9% | $5,124-98.4% |