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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 | $13,802 | $39,132-64.7% | $57,196-75.9% | $62,881-78.1% |
| Participation rate | 16.5% | 70.5%-54.0pp | 75.3%-58.8pp | 69.3%-52.8pp |
| Annual return | 15.02% | 9.24%+5.8pp | 14.59%+0.4pp | 20.14%-5.1pp |
| Employer contribution / active EE | $50 | $1,874-97.3% | $2,683-98.1% | $2,281-97.8% |
| Participant deferral / active EE | $499 | $2,374-79.0% | $3,096-83.9% | $3,203-84.4% |
| Admin fee / account holder | $16 | $2,594-99.4% | $3,141-99.5% | $4,296-99.6% |