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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 | $18,315 | $48,078-61.9% | $78,676-76.7% | $62,881-70.9% |
| Participation rate | 47.4% | 65.2%-17.8pp | 73.6%-26.2pp | 69.3%-21.9pp |
| Annual return | 18.12% | 31.36%-13.2pp | 62.19%-44.1pp | 20.14%-2.0pp |
| Employer contribution / active EE | $105 | $2,015-94.8% | $2,850-96.3% | $2,281-95.4% |
| Participant deferral / active EE | $586 | $2,587-77.4% | $3,517-83.3% | $3,203-81.7% |
| Admin fee / account holder | $208 | $3,206-93.5% | $4,510-95.4% | $4,296-95.2% |