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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 | $21,031 | $50,919-58.7% | $155,556-86.5% | $77,762-73.0% |
| Participation rate | 10.8% | 63.1%-52.3pp | 78.2%-67.4pp | 70.6%-59.8pp |
| Annual return | 12.56% | 34.84%-22.3pp | 64.84%-52.3pp | 31.27%-18.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $442 | $2,824-84.4% | $5,631-92.2% | $4,651-90.5% |
| Admin fee / account holder | $267 | $437-39.0% | $15,885-98.3% | $433-38.4% |