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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 | $77,814-86.4% | $158,223-93.3% | $86,983-87.8% |
| Participation rate | 24.2% | 68.4%-44.2pp | 79.2%-55.0pp | 69.5%-45.3pp |
| Annual return | 21.36% | 30.54%-9.2pp | 52.09%-30.7pp | 25.83%-4.5pp |
| Employer contribution / active EE | $253 | $2,592-90.3% | $4,109-93.9% | $2,584-90.2% |
| Participant deferral / active EE | $340 | $3,270-89.6% | $5,467-93.8% | $4,194-91.9% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |