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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 | $24,271 | $81,476-70.2% | $102,383-76.3% | $80,925-70.0% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.7%-13.8pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $625 | $3,105-79.9% | $3,870-83.9% | $2,756-77.3% |
| Participant deferral / active EE | $859 | $3,871-77.8% | $5,060-83.0% | $4,299-80.0% |
| Admin fee / account holder | $106 | $6,717-98.4% | $8,391-98.7% | $6,940-98.5% |