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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 | $30,771 | $77,638-60.4% | $156,551-80.3% | $62,881-51.1% |
| Participation rate | 25.8% | 71.2%-45.4pp | 84.0%-58.2pp | 69.3%-43.5pp |
| Annual return | 6.57% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $300 | $3,444-91.3% | $5,501-94.6% | $2,281-86.9% |
| Participant deferral / active EE | $735 | $3,046-75.9% | $4,871-84.9% | $3,203-77.0% |
| Admin fee / account holder | $146 | $5,561-97.4% | $13,028-98.9% | $4,296-96.6% |