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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 | $22,316 | $77,896-71.4% | $134,172-83.4% | $82,448-72.9% |
| Participation rate | 17.0% | 62.8%-45.7pp | 72.5%-55.4pp | 68.1%-51.0pp |
| Annual return | 16.49% | 18.21%-1.7pp | 25.30%-8.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $196 | $2,159-90.9% | $3,420-94.3% | $2,551-92.3% |
| Participant deferral / active EE | $566 | $3,162-82.1% | $4,690-87.9% | $4,139-86.3% |
| Admin fee / account holder | $204 | $6,336-96.8% | $12,016-98.3% | $7,234-97.2% |