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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 | $18,064 | $76,407-76.4% | $150,298-88.0% | $82,448-78.1% |
| Participation rate | 12.8% | 66.4%-53.6pp | 77.8%-64.9pp | 68.1%-55.2pp |
| Annual return | 22.43% | 39.99%-17.6pp | 62.79%-40.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $282 | $2,614-89.2% | $4,154-93.2% | $2,551-89.0% |
| Participant deferral / active EE | $489 | $3,214-84.8% | $5,453-91.0% | $4,139-88.2% |
| Admin fee / account holder | $82 | $6,352-98.7% | $14,116-99.4% | $7,234-98.9% |