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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 | $68,852-58.7% | $120,524-76.4% | $80,925-64.9% |
| Participation rate | 17.9% | 61.6%-43.7pp | 71.9%-54.0pp | 67.7%-49.7pp |
| Annual return | 11.24% | 23.67%-12.4pp | 107.36%-96.1pp | 35.65%-24.4pp |
| Employer contribution / active EE | $273 | $2,063-86.8% | $3,469-92.1% | $2,756-90.1% |
| Participant deferral / active EE | $273 | $3,187-91.4% | $4,994-94.5% | $4,299-93.7% |
| Admin fee / account holder | $76 | $5,781-98.7% | $9,440-99.2% | $6,940-98.9% |