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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 | $10,612 | $78,690-86.5% | $161,489-93.4% | $87,485-87.9% |
| Participation rate | 24.2% | 67.5%-43.2pp | 78.7%-54.5pp | 68.9%-44.7pp |
| Annual return | 21.36% | 32.74%-11.4pp | 89.72%-68.4pp | 26.06%-4.7pp |
| Employer contribution / active EE | $253 | $2,588-90.2% | $4,268-94.1% | $2,596-90.3% |
| Participant deferral / active EE | $340 | $3,311-89.7% | $5,630-94.0% | $4,274-92.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |