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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 | $24,526 | $55,002-55.4% | $59,887-59.0% | $56,287-56.4% |
| Participation rate | 27.5% | 75.9%-48.5pp | 74.7%-47.2pp | 69.9%-42.4pp |
| Annual return | 1.82% | 1.13%+0.7pp | 3.46%-1.6pp | -9.96%+11.8pp |
| Employer contribution / active EE | $176 | $2,448-92.8% | $2,722-93.5% | $2,111-91.7% |
| Participant deferral / active EE | $382 | $3,121-87.8% | $3,402-88.8% | $3,350-88.6% |
| Admin fee / account holder | $11 | $236-95.2% | $3,591-99.7% | $521-97.8% |