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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 | $76,407-86.1% | $150,298-92.9% | $82,448-87.1% |
| Participation rate | 24.2% | 66.4%-42.2pp | 77.8%-53.5pp | 68.1%-43.8pp |
| Annual return | 21.36% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $253 | $2,614-90.3% | $4,154-93.9% | $2,551-90.1% |
| Participant deferral / active EE | $340 | $3,214-89.4% | $5,453-93.8% | $4,139-91.8% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |