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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 | $17,968 | $81,233-77.9% | $155,567-88.5% | $80,874-77.8% |
| Participation rate | 14.3% | 66.2%-51.9pp | 78.2%-63.9pp | 67.6%-53.4pp |
| Annual return | 14.19% | 33.33%-19.1pp | 64.74%-50.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $131 | $3,101-95.8% | $4,674-97.2% | $2,756-95.2% |
| Participant deferral / active EE | $621 | $3,452-82.0% | $5,628-89.0% | $4,297-85.5% |
| Admin fee / account holder | $113 | $7,998-98.6% | $15,916-99.3% | $6,935-98.4% |