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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 | $27,396 | $98,776-72.3% | $149,745-81.7% | $79,856-65.7% |
| Participation rate | 13.5% | 75.8%-62.3pp | 82.5%-69.0pp | 69.6%-56.1pp |
| Annual return | 18.37% | 27.38%-9.0pp | 276.72%-258.4pp | 31.71%-13.3pp |
| Employer contribution / active EE | $333 | $3,217-89.6% | $4,646-92.8% | $2,471-86.5% |
| Participant deferral / active EE | $467 | $5,681-91.8% | $6,843-93.2% | $3,741-87.5% |
| Admin fee / account holder | $260 | $6,053-95.7% | $9,312-97.2% | $5,306-95.1% |