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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 | $31,728 | $71,230-55.5% | $93,727-66.1% | $80,959-60.8% |
| Participation rate | 20.5% | 60.4%-39.9pp | 68.7%-48.2pp | 67.7%-47.2pp |
| Annual return | 12.22% | 11.26%+1.0pp | 133.83%-121.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $254 | $1,565-83.8% | $2,421-89.5% | $2,757-90.8% |
| Participant deferral / active EE | $943 | $4,037-76.6% | $4,417-78.7% | $4,300-78.1% |
| Admin fee / account holder | $37 | $6,961-99.5% | $8,292-99.6% | $6,925-99.5% |