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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 | $16,119 | $84,236-80.9% | $170,439-90.5% | $70,124-77.0% |
| Participation rate | 57.1% | 70.8%-13.7pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 16.25% | 23.06%-6.8pp | 205.94%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $302 | $3,387-91.1% | $5,433-94.4% | $2,342-87.1% |
| Participant deferral / active EE | $789 | $3,086-74.4% | $4,939-84.0% | $3,332-76.3% |
| Admin fee / account holder | $130 | $5,698-97.7% | $13,881-99.1% | $4,645-97.2% |