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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 | $23,348 | $117,895-80.2% | $102,460-77.2% | $145,897-84.0% |
| Participation rate | 29.4% | 78.6%-49.2pp | 76.5%-47.1pp | 80.3%-50.9pp |
| Annual return | 11.03% | 31.92%-20.9pp | 29.47%-18.4pp | 552.29%-541.3pp |
| Employer contribution / active EE | $596 | $3,619-83.5% | $3,025-80.3% | $4,663-87.2% |
| Participant deferral / active EE | $1,282 | $5,736-77.7% | $5,056-74.6% | $6,689-80.8% |
| Admin fee / account holder | $264 | $13,353-98.0% | $9,460-97.2% | $13,390-98.0% |