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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 | $20,894 | $71,197-70.7% | $93,669-77.7% | $80,925-74.2% |
| Participation rate | 29.6% | 60.4%-30.8pp | 68.7%-39.1pp | 67.7%-38.0pp |
| Annual return | 10.01% | 11.27%-1.3pp | 133.59%-123.6pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $73 | $6,959-99.0% | $8,291-99.1% | $6,940-99.0% |