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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 | $20,698 | $63,365-67.3% | $91,994-77.5% | $72,976-71.6% |
| Participation rate | 19.6% | 72.5%-52.9pp | 78.6%-59.1pp | 69.5%-49.9pp |
| Annual return | 20.72% | 35.35%-14.6pp | 69.04%-48.3pp | 81.02%-60.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $383 | $4,883-92.2% | $5,924-93.5% | $3,608-89.4% |
| Admin fee / account holder | $110 | $4,670-97.6% | $7,744-98.6% | $5,124-97.9% |