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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 | $13,622 | $75,541-82.0% | $152,093-91.0% | $82,637-83.5% |
| Participation rate | 9.3% | 66.5%-57.3pp | 77.8%-68.5pp | 68.1%-58.8pp |
| Annual return | 19.50% | 32.56%-13.1pp | 66.36%-46.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $43 | $2,622-98.4% | $4,175-99.0% | $2,552-98.3% |
| Participant deferral / active EE | $353 | $3,206-89.0% | $5,451-93.5% | $4,126-91.5% |
| Admin fee / account holder | $194 | $6,405-97.0% | $14,497-98.7% | $7,339-97.4% |