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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 | $29,388 | $106,749-72.5% | $145,433-79.8% | $82,448-64.4% |
| Participation rate | 18.9% | 75.6%-56.8pp | 82.1%-63.3pp | 68.1%-49.2pp |
| Annual return | 17.56% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $536 | $3,444-84.4% | $4,554-88.2% | $2,551-79.0% |
| Participant deferral / active EE | $989 | $6,519-84.8% | $7,897-87.5% | $4,139-76.1% |
| Admin fee / account holder | $234 | $8,390-97.2% | $13,129-98.2% | $7,234-96.8% |