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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 | $117,904-80.2% | $102,457-77.2% | $145,978-84.0% |
| Participation rate | 29.4% | 78.6%-49.2pp | 76.5%-47.1pp | 80.3%-50.9pp |
| Annual return | 11.03% | 31.80%-20.8pp | 29.41%-18.4pp | 550.52%-539.5pp |
| Employer contribution / active EE | $596 | $3,613-83.5% | $3,022-80.3% | $4,662-87.2% |
| Participant deferral / active EE | $1,282 | $5,733-77.6% | $5,054-74.6% | $6,690-80.8% |
| Admin fee / account holder | $264 | $13,329-98.0% | $9,451-97.2% | $13,400-98.0% |