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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 | $27,202 | $72,027-62.2% | $185,835-85.4% | $79,852-65.9% |
| Participation rate | 21.9% | 65.8%-43.9pp | 78.0%-56.2pp | 69.6%-47.8pp |
| Annual return | 14.92% | 23.13%-8.2pp | 35.96%-21.0pp | 31.72%-16.8pp |
| Employer contribution / active EE | $122 | $1,965-93.8% | $4,087-97.0% | $2,471-95.1% |
| Participant deferral / active EE | $646 | $3,780-82.9% | $5,633-88.5% | $3,740-82.7% |
| Admin fee / account holder | $19 | $4,513-99.6% | $9,502-99.8% | $5,306-99.6% |