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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 | $7,916 | $25,014-68.4% | $69,623-88.6% | $80,935-90.2% |
| Participation rate | 17.9% | 64.2%-46.3pp | 66.4%-48.5pp | 67.7%-49.7pp |
| Annual return | 13.02% | 19.08%-6.1pp | 101.23%-88.2pp | 35.66%-22.6pp |
| Employer contribution / active EE | $264 | $991-73.4% | $1,709-84.5% | $2,757-90.4% |
| Participant deferral / active EE | $547 | $1,840-70.3% | $2,890-81.1% | $4,299-87.3% |
| Admin fee / account holder | $58 | $2,491-97.7% | $4,696-98.8% | $6,924-99.2% |