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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% | $69,701-88.6% | $80,874-90.2% |
| Participation rate | 17.9% | 64.2%-46.3pp | 66.4%-48.5pp | 67.6%-49.7pp |
| Annual return | 13.02% | 19.07%-6.0pp | 100.32%-87.3pp | 35.62%-22.6pp |
| Employer contribution / active EE | $264 | $993-73.4% | $1,713-84.6% | $2,756-90.4% |
| Participant deferral / active EE | $547 | $1,839-70.2% | $2,887-81.0% | $4,297-87.3% |
| Admin fee / account holder | $58 | $2,488-97.7% | $4,717-98.8% | $6,935-99.2% |