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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 | $8,371 | $76,407-89.0% | $150,298-94.4% | $82,448-89.8% |
| Participation rate | 32.1% | 66.4%-34.3pp | 77.8%-45.7pp | 68.1%-36.0pp |
| Annual return | 20.85% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $272 | $2,614-89.6% | $4,154-93.5% | $2,551-89.3% |
| Participant deferral / active EE | $737 | $3,214-77.1% | $5,453-86.5% | $4,139-82.2% |
| Admin fee / account holder | $276 | $6,352-95.7% | $14,116-98.0% | $7,234-96.2% |