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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 | $27,688 | $71,230-61.1% | $93,727-70.5% | $80,959-65.8% |
| Participation rate | 13.7% | 60.4%-46.7pp | 68.7%-55.0pp | 67.7%-54.0pp |
| Annual return | 14.65% | 11.26%+3.4pp | 133.83%-119.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $223 | $1,565-85.8% | $2,421-90.8% | $2,757-91.9% |
| Participant deferral / active EE | $318 | $4,037-92.1% | $4,417-92.8% | $4,300-92.6% |
| Admin fee / account holder | $256 | $6,961-96.3% | $8,292-96.9% | $6,925-96.3% |