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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 | $20,470 | $57,976-64.7% | $63,018-67.5% | $62,293-67.1% |
| Participation rate | 34.5% | 75.9%-41.4pp | 74.8%-40.3pp | 69.5%-35.0pp |
| Annual return | 15.00% | 17.54%-2.5pp | 87.62%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $428 | $2,415-82.3% | $2,761-84.5% | $2,042-79.0% |
| Participant deferral / active EE | $1,031 | $2,956-65.1% | $3,330-69.0% | $3,169-67.5% |
| Admin fee / account holder | $156 | $276-43.3% | $3,601-95.7% | $479-67.4% |