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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 | $78,690-77.0% | $161,489-88.8% | $87,485-79.4% |
| Participation rate | 12.8% | 67.5%-54.6pp | 78.7%-65.9pp | 68.9%-56.1pp |
| Annual return | 22.43% | 32.74%-10.3pp | 89.72%-67.3pp | 26.06%-3.6pp |
| Employer contribution / active EE | $282 | $2,588-89.1% | $4,268-93.4% | $2,596-89.1% |
| Participant deferral / active EE | $489 | $3,311-85.2% | $5,630-91.3% | $4,274-88.6% |
| Admin fee / account holder | $82 | $6,724-98.8% | $16,006-99.5% | $7,775-99.0% |