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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 | $26,589 | $51,604-48.5% | $129,295-79.4% | $80,874-67.1% |
| Participation rate | 8.6% | 57.0%-48.4pp | 69.6%-61.0pp | 67.6%-59.0pp |
| Annual return | 17.07% | 20.76%-3.7pp | 9429.28%-9412.2pp | 35.62%-18.5pp |
| Employer contribution / active EE | $143 | $1,585-91.0% | $4,157-96.6% | $2,756-94.8% |
| Participant deferral / active EE | $260 | $2,670-90.2% | $4,169-93.8% | $4,297-93.9% |
| Admin fee / account holder | $283 | $4,310-93.4% | $7,665-96.3% | $6,935-95.9% |