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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 | $33,598 | $72,273-53.5% | $101,275-66.8% | $79,856-57.9% |
| Participation rate | 22.9% | 68.5%-45.5pp | 75.8%-52.9pp | 69.6%-46.7pp |
| Annual return | 18.22% | 22.30%-4.1pp | 46.48%-28.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $330 | $2,691-87.8% | $3,660-91.0% | $2,471-86.7% |
| Participant deferral / active EE | $445 | $3,282-86.4% | $4,371-89.8% | $3,741-88.1% |
| Admin fee / account holder | $225 | $4,401-94.9% | $5,948-96.2% | $5,306-95.8% |