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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 | $22,652 | $68,878-67.1% | $120,574-81.2% | $80,935-72.0% |
| Participation rate | 16.7% | 61.7%-45.0pp | 71.9%-55.3pp | 67.7%-51.0pp |
| Annual return | 12.38% | 23.67%-11.3pp | 107.42%-95.0pp | 35.66%-23.3pp |
| Employer contribution / active EE | $492 | $2,065-76.2% | $3,471-85.8% | $2,757-82.1% |
| Participant deferral / active EE | $913 | $3,189-71.4% | $4,996-81.7% | $4,299-78.8% |
| Admin fee / account holder | $284 | $5,782-95.1% | $9,445-97.0% | $6,924-95.9% |