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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 | $28,403 | $68,880-58.8% | $120,580-76.4% | $80,959-64.9% |
| Participation rate | 17.9% | 61.7%-43.8pp | 72.0%-54.0pp | 67.7%-49.7pp |
| Annual return | 11.24% | 23.68%-12.4pp | 107.48%-96.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $273 | $2,066-86.8% | $3,469-92.1% | $2,757-90.1% |
| Participant deferral / active EE | $273 | $3,191-91.4% | $4,995-94.5% | $4,300-93.7% |
| Admin fee / account holder | $76 | $5,785-98.7% | $9,418-99.2% | $6,925-98.9% |