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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 | $50,820-58.6% | $155,567-86.5% | $77,671-72.9% |
| Participation rate | 10.8% | 63.1%-52.3pp | 78.2%-67.4pp | 70.6%-59.8pp |
| Annual return | 12.56% | 34.85%-22.3pp | 64.74%-52.2pp | 31.21%-18.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $442 | $2,823-84.4% | $5,628-92.2% | $4,648-90.5% |
| Admin fee / account holder | $267 | $436-38.9% | $15,916-98.3% | $430-38.1% |