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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 | $13,215 | $49,255-73.2% | $70,494-81.3% | $79,856-83.5% |
| Participation rate | 11.5% | 69.2%-57.6pp | 75.1%-63.5pp | 69.6%-58.1pp |
| Annual return | 27.54% | 30.10%-2.6pp | 109.16%-81.6pp | 31.71%-4.2pp |
| Employer contribution / active EE | $79 | $2,100-96.2% | $2,738-97.1% | $2,471-96.8% |
| Participant deferral / active EE | $297 | $2,768-89.3% | $3,711-92.0% | $3,741-92.1% |
| Admin fee / account holder | $90 | $2,879-96.9% | $3,848-97.7% | $5,306-98.3% |