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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 | $18,583 | $53,128-65.0% | $86,582-78.5% | $70,126-73.5% |
| Participation rate | 30.9% | 65.3%-34.4pp | 73.5%-42.6pp | 69.5%-38.6pp |
| Annual return | 16.31% | 27.66%-11.4pp | 965.08%-948.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $134 | $2,068-93.5% | $2,839-95.3% | $2,343-94.3% |
| Participant deferral / active EE | $343 | $2,695-87.3% | $3,609-90.5% | $3,332-89.7% |
| Admin fee / account holder | $85 | $3,584-97.6% | $4,904-98.3% | $4,645-98.2% |