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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 | $31,514 | $84,236-62.6% | $170,435-81.5% | $70,126-55.1% |
| Participation rate | 17.1% | 70.8%-53.8pp | 83.6%-66.5pp | 69.5%-52.5pp |
| Annual return | 14.68% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $255 | $3,387-92.5% | $5,432-95.3% | $2,343-89.1% |
| Participant deferral / active EE | $794 | $3,086-74.3% | $4,939-83.9% | $3,332-76.2% |
| Admin fee / account holder | $49 | $5,698-99.1% | $13,881-99.6% | $4,645-98.9% |