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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 | $71,208-55.4% | $93,681-66.1% | $80,911-60.8% |
| Participation rate | 20.5% | 60.4%-39.9pp | 68.7%-48.2pp | 67.6%-47.1pp |
| Annual return | 12.22% | 11.27%+0.9pp | 133.47%-121.3pp | 35.63%-23.4pp |
| Employer contribution / active EE | $254 | $1,564-83.8% | $2,422-89.5% | $2,756-90.8% |
| Participant deferral / active EE | $943 | $4,035-76.6% | $4,415-78.6% | $4,297-78.1% |
| Admin fee / account holder | $37 | $6,951-99.5% | $8,290-99.6% | $6,935-99.5% |