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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 | $21,660 | $79,449-72.7% | $189,575-88.6% | $85,847-74.8% |
| Participation rate | 44.9% | 66.0%-21.1pp | 78.4%-33.6pp | 69.3%-24.4pp |
| Annual return | 13.83% | 18.45%-4.6pp | 64.19%-50.4pp | 318.61%-304.8pp |
| Employer contribution / active EE | $164 | $2,081-92.1% | $4,412-96.3% | $2,565-93.6% |
| Participant deferral / active EE | $657 | $4,051-83.8% | $6,174-89.3% | $3,952-83.4% |
| Admin fee / account holder | $182 | $5,377-96.6% | $9,806-98.1% | $6,261-97.1% |