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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 | $13,927 | $55,889-75.1% | $76,119-81.7% | $80,935-82.8% |
| Participation rate | 38.0% | 62.1%-24.1pp | 69.1%-31.1pp | 67.7%-29.7pp |
| Annual return | 15.13% | 20.58%-5.5pp | 361.25%-346.1pp | 35.66%-20.5pp |
| Employer contribution / active EE | $164 | $1,866-91.2% | $2,693-93.9% | $2,757-94.1% |
| Participant deferral / active EE | $818 | $3,051-73.2% | $4,259-80.8% | $4,299-81.0% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,421-100.0% | $6,924-100.0% |