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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 | $18,841 | $45,050-58.2% | $63,018-70.1% | $70,126-73.1% |
| Participation rate | 21.7% | 69.5%-47.8pp | 74.8%-53.1pp | 69.5%-47.9pp |
| Annual return | 11.34% | 18.76%-7.4pp | 87.62%-76.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $101 | $2,052-95.1% | $2,761-96.4% | $2,343-95.7% |
| Participant deferral / active EE | $698 | $2,466-71.7% | $3,330-79.0% | $3,332-79.1% |
| Admin fee / account holder | $169 | $2,834-94.0% | $3,601-95.3% | $4,645-96.4% |